All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2024-02-29? to Fri 2025-09-26 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| ULTY × |
+13.13%
2025-09-26 |
1.118 TRR
2025-09-26 |
||||
| YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund | ||||||
| SPY × |
+10.74%
2025-09-26 |
11.95 TRR
2025-09-26 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SPMO × |
+24.05%
2025-09-26 |
3.972 TRR
2025-09-26 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| Thu 2024-02-29? to Fri 2025-09-26 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| ULTY × |
+11.84%
+7.37%/yr |
+8.29%/yr
(R2=0.180) |
||||
| YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund | ||||||
| SPY × |
+27.22%
+16.52%/yr |
+12.45%/yr
(R2=0.625) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SPMO × |
+51.03%
+29.94%/yr |
+26.22%/yr
(R2=0.831) |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| Thu 2024-02-29? to Fri 2025-09-26 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| ULTY × |
$10,000.00
2024-02-29 |
$11,184.35
2025-09-26 |
||||
| YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2024-02-29 |
$12,721.93
2025-09-26 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SPMO × |
$10,000.00
2024-02-29 |
$15,102.71
2025-09-26 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| Year | ULTY | SPY | SPMO |
|---|---|---|---|
| 2025 (YTD) | +13.13% | +10.74% | +24.05% |
| 2024 | −1.13% | +21.39% | +41.73% |
| 2023 | — | +22.09% | +13.75% |
| 2022 | — | −23.15% | −15.89% |
| 2021 | — | +20.27% | +14.58% |
| 2020 | — | +16.74% | +26.51% |
| 2019 | — | +28.29% | +23.13% |
| 2018 | — | −6.36% | −2.78% |
| 2017 | — | +19.18% | +25.14% |
| 2016 | — | +9.73% | +5.33% |
| 2015 | — | +0.50% | +3.23% |
| 2014 | — | +12.61% | — |
| 2013 | — | +30.35% | — |
| 2012 | — | +14.02% | — |
| 2011 | — | −1.05% | — |
| 2010 | — | +13.37% | — |
| 2009 | — | +23.00% | — |
| 2008 | — | −36.85% | — |
| 2007 | — | +1.01% | — |
| 2006 | — | +13.00% | — |
| 2005 | — | +1.35% | — |
| 2004 | — | +7.21% | — |
| 2003 | — | +25.83% | — |
| 2002 | — | −23.41% | — |
| 2001 | — | −13.10% | — |
| 2000 | — | −12.70% | — |
| 1999 | — | +17.24% | — |
| 1998 | — | +26.66% | — |
| 1997 | — | +31.24% | — |
| 1996 | — | +18.56% | — |
| 1995 | — | +34.64% | — |
| 1994 | — | −2.23% | — |
| 1993 | — | +6.30% | — |
| Thu 2024-02-29? to Fri 2025-09-26 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| ULTY × | −2.69% |
−27.66%
2025-04-08 |
||||
| YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund | ||||||
| SPY × | −0.78% |
−19.12%
2025-04-08 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SPMO × | −1.29% |
−20.53%
2025-04-04 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||