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)

×
Tue 2024-12-31 to Tue 2026-03-24 YTD
Return
TRR
Price
ULTY
×
−2.51%
2026-03-24
0.8906 TRR
2026-03-24
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY
×
−4.92%
2026-03-24
11.76 TRR
2026-03-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Tue 2024-12-31 to Tue 2026-03-24 Overall
Return
Exponential
Trendline
ULTY
×
−9.93%
−8.18%/yr
−0.23%/yr
(R2=0.000)
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY
×
+9.01%
+7.29%/yr
+19.43%/yr
(R2=0.689)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Tue 2024-12-31 to Tue 2026-03-24 Start
Value
End
Value
ULTY
×
$10,000.00
2024-12-31
$9,006.51
2026-03-24
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY
×
$10,000.00
2024-12-31
$10,901.05
2026-03-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year ULTY SPY
2026 (YTD) −2.51% −4.92%
2025 −7.61% +14.65%
2024 −1.12% +21.39%
2023 +22.09%
2022 −23.15%
2021 +20.27%
2020 +16.74%
2019 +28.29%
2018 −6.36%
2017 +19.19%
2016 +9.72%
2015 +0.50%
2014 +12.61%
2013 +30.35%
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 +18.63%
1995 +34.61%
1994 −2.22%
1993 +6.23%

Drawdowns

Tue 2024-12-31 to Tue 2026-03-24 Current
Drawdown
Worst
Drawdown
ULTY
×
−21.28% −27.16%
2025-04-08
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY
×
−6.60% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund