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

Total Real Returns

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

Thu 2024-02-29? to Mon 2026-03-23 YTD
Return
TRR
Price
ULTY
×
−2.48%
2026-03-23
0.8908 TRR
2026-03-23
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY
×
−4.60%
2026-03-23
11.8 TRR
2026-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPMO
×
−4.71%
2026-03-23
3.761 TRR
2026-03-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

Returns

Thu 2024-02-29? to Mon 2026-03-23 Overall
Return
Exponential
Trendline
ULTY
×
−10.92%
−5.45%/yr
+2.40%/yr
(R2=0.033)
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY
×
+25.66%
+11.72%/yr
+14.58%/yr
(R2=0.808)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPMO
×
+43.02%
+18.95%/yr
+24.26%/yr
(R2=0.884)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Mon 2026-03-23 Start
Value
End
Value
ULTY
×
$10,000.00
2024-02-29
$8,908.48
2026-03-23
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY
×
$10,000.00
2024-02-29
$12,566.01
2026-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPMO
×
$10,000.00
2024-02-29
$14,301.95
2026-03-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

Annual Returns

Year ULTY SPY SPMO
2026 (YTD) −2.48% −4.60% −4.71%
2025 −7.59% +14.66% +23.28%
2024 −1.15% +21.39% +41.74%
2023 +22.09% +13.74%
2022 −23.15% −15.90%
2021 +20.27% +14.58%
2020 +16.74% +26.54%
2019 +28.29% +23.11%
2018 −6.36% −2.78%
2017 +19.19% +25.13%
2016 +9.73% +5.31%
2015 +0.50% +3.25%
2014 +12.62%
2013 +30.34%
2012 +14.01%
2011 −1.04%
2010 +13.36%
2009 +23.01%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.36%
2004 +7.20%
2003 +25.82%
2002 −23.40%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.61%
1995 +34.61%
1994 −2.20%
1993 +6.21%

Drawdowns

Thu 2024-02-29? to Mon 2026-03-23 Current
Drawdown
Worst
Drawdown
ULTY
×
−21.25% −27.66%
2025-04-08
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY
×
−6.28% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPMO
×
−8.09% −20.53%
2025-04-04
Invesco S&P 500 Momentum ETF Exchange-Traded Fund