All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| 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 | ||||||
| SPMO × | +24.91% 2025-10-24 | 4 TRR 2025-10-24 | ||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| 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 | ||||||
| SPMO × | +52.06% +28.90%/yr | +26.90%/yr (R2=0.854) | ||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| 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 | ||||||
| SPMO × | $10,000.00 2024-02-29 | $15,206.15 2025-10-24 | ||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| Year | ULTY | SPY | SPMO | 
|---|---|---|---|
| 2025 (YTD) | +10.21% | +13.05% | +24.91% | 
| 2024 | −1.15% | +21.39% | +41.73% | 
| 2023 | — | +22.09% | +13.77% | 
| 2022 | — | −23.15% | −15.91% | 
| 2021 | — | +20.27% | +14.59% | 
| 2020 | — | +16.74% | +26.51% | 
| 2019 | — | +28.29% | +23.12% | 
| 2018 | — | −6.35% | −2.78% | 
| 2017 | — | +19.19% | +25.11% | 
| 2016 | — | +9.73% | +5.35% | 
| 2015 | — | +0.50% | +3.25% | 
| 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% | — | 
| 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 | ||||||
| SPMO × | −0.60% | −20.53% 2025-04-04 | ||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||