All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SOXY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

SOXY real return snapshot: after CPI-U inflation, SOXY returned +88.70% over the past year and +58.34% YTD, with dividends reinvested. Since Dec. 3, 2024, SOXY is up +108.71% in real purchasing-power return, or +56.74%/yr, and is currently −19.25% below its real total-return high on Jun. 30, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Tue 2024-12-03💬 to Fri 2026-07-24 Overall
Return
Exponential
Trendline
SOXY
×
+108.71%
+56.74%/yr
+74.99%/yr
R2=0.834
YieldMax Target 12 Semiconductor Option Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2024-12-03💬 to Fri 2026-07-24 Start
Value
End
Value
SOXY
×
$10,000.00
2024-12-03
$20,870.91
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
SOXY
×
+58.34% +88.70%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SOXY
×
−19.25%
on 2026-07-24
from 2026-06-30 peak
−30.88%
on 2025-04-08
from 2025-01-22 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
SOXY
×
+88.70%

Annual Returns

Year SOXY
2026 (YTD) +58.34%
2025 +33.44%
2024 −1.22%