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

Total Real Returns

SPY,YMAX,YMAG,MSTY,ULTY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2024-02-29? to Mon 2025-07-14 YTD
Return
TRR
Price
SPY
×
+4.37%
2025-07-14
11.32 TRR
2025-07-14
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX
×
+9.38%
2025-07-14
1.347 TRR
2025-07-14
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+0.00%
2025-07-14
1.329 TRR
2025-07-14
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
MSTY
×
+39.56%
2025-07-14
4.149 TRR
2025-07-14
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
ULTY
×
+9.99%
2025-07-14
1.086 TRR
2025-07-14
Tidal Trust II Exchange-Traded Fund

Returns

Thu 2024-02-29? to Mon 2025-07-14 Overall
Return
Exponential
Trendline
SPY
×
+20.43%
+14.51%/yr
+10.26%/yr
(R2=0.453)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX
×
+22.20%
+15.74%/yr
+9.60%/yr
(R2=0.289)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+25.22%
+17.82%/yr
+12.79%/yr
(R2=0.355)
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
MSTY
×
+249.91%
+149.21%/yr
+104.28%/yr
(R2=0.765)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
ULTY
×
+8.56%
+6.17%/yr
+1.50%/yr
(R2=0.007)
Tidal Trust II Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Mon 2025-07-14 Start
Value
End
Value
SPY
×
$10,000.00
2024-02-29
$12,042.71
2025-07-14
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX
×
$10,000.00
2024-02-29
$12,220.26
2025-07-14
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
$10,000.00
2024-02-29
$12,522.45
2025-07-14
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
MSTY
×
$10,000.00
2024-02-29
$34,990.71
2025-07-14
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
ULTY
×
$10,000.00
2024-02-29
$10,856.06
2025-07-14
Tidal Trust II Exchange-Traded Fund

Annual Returns

Year SPY YMAX YMAG MSTY ULTY
2025 (YTD) +4.37% +9.38% +0.00% +39.56% +9.99%
2024 +21.39% +23.11% +32.93% +194.77% −1.14%
2023 +22.09%
2022 −23.15%
2021 +20.26%
2020 +16.74%
2019 +28.29%
2018 −6.36%
2017 +19.19%
2016 +9.72%
2015 +0.50%
2014 +12.61%
2013 +30.34%
2012 +14.02%
2011 −1.05%
2010 +13.36%
2009 +23.01%
2008 −36.85%
2007 +1.02%
2006 +13.00%
2005 +1.36%
2004 +7.20%
2003 +25.81%
2002 −23.40%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.25%
1996 +18.56%
1995 +34.64%
1994 −2.22%
1993 +6.28%

Drawdowns

Thu 2024-02-29? to Mon 2025-07-14 Current
Drawdown
Worst
Drawdown
SPY
×
−0.19% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX
×
0.00% −26.60%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
−4.30% −27.01%
2025-04-08
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
MSTY
×
0.00% −41.53%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
ULTY
×
0.00% −27.64%
2025-04-08
Tidal Trust II Exchange-Traded Fund