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

Total Real Returns

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

Thu 2024-02-29? to Fri 2025-10-24 YTD
Return
TRR
Price
ULTY
×
+10.21%
2025-10-24
1.089 TRR
2025-10-24
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY
×
+13.05%
2025-10-24
12.2 TRR
2025-10-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Thu 2024-02-29? to Fri 2025-10-24 Overall
Return
Exponential
Trendline
ULTY
×
+8.95%
+5.33%/yr
+9.81%/yr
(R2=0.249)
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY
×
+29.87%
+17.15%/yr
+13.24%/yr
(R2=0.675)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Fri 2025-10-24 Start
Value
End
Value
ULTY
×
$10,000.00
2024-02-29
$10,894.94
2025-10-24
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY
×
$10,000.00
2024-02-29
$12,986.83
2025-10-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year ULTY SPY
2025 (YTD) +10.21% +13.05%
2024 −1.15% +21.39%
2023 +22.09%
2022 −23.15%
2021 +20.27%
2020 +16.74%
2019 +28.29%
2018 −6.35%
2017 +19.19%
2016 +9.73%
2015 +0.50%
2014 +12.61%
2013 +30.35%
2012 +14.02%
2011 −1.04%
2010 +13.36%
2009 +23.00%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.81%
2002 −23.41%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.25%
1996 +18.56%
1995 +34.64%
1994 −2.22%
1993 +6.29%

Drawdowns

Thu 2024-02-29? to Fri 2025-10-24 Current
Drawdown
Worst
Drawdown
ULTY
×
−6.16% −27.66%
2025-04-08
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY
×
0.00% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund