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

Total Real Returns

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

×
×
Thu 2025-01-02 to Tue 2025-07-01?
ULTY
×
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
MSTY
×
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2025-01-02 to Tue 2025-07-01? Overall
Return
Exponential
Trendline
ULTY
×
+1.31%
+2.68%/yr
−6.77%/yr
(R2=0.014)
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
MSTY
×
+19.20%
+42.82%/yr
+48.92%/yr
(R2=0.223)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2025-01-02 to Tue 2025-07-01? Start
Value
End
Value
ULTY
×
$10,000.00
2025-01-02
$10,130.98
2025-07-01
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
MSTY
×
$10,000.00
2025-01-02
$11,920.07
2025-07-01
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year ULTY MSTY
2026 (YTD) −4.81% −14.50%
2025 −7.57% −44.18%
2024 −1.16% +194.65%

Drawdowns

Thu 2025-01-02 to Tue 2025-07-01? Final
Drawdown
Worst
Drawdown
ULTY
×
−3.13% −27.17%
2025-04-08
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
MSTY
×
−6.62% −33.95%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund