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

Total Real Returns

USDOLLAR,YMAX,QQQ,SPY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2024-01-17? to Mon 2025-03-24 YTD
Return
TRR
Price
USDOLLAR
×
−1.28%
2025-03-24
0.03066 TRR
2025-03-24
United States Dollar Currency
YMAX
×
−4.79%
2025-03-24
1.171 TRR
2025-03-24
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
−5.24%
2025-03-24
5.823 TRR
2025-03-24
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPY
×
−3.00%
2025-03-24
10.47 TRR
2025-03-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Wed 2024-01-17? to Mon 2025-03-24 Overall
Return
Exponential
Trendline
USDOLLAR
×
−3.75%
−3.18%/yr
−2.32%/yr
(R2=0.878)
United States Dollar Currency
YMAX
×
+17.12%
+14.30%/yr
+14.69%/yr
(R2=0.513)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
+16.66%
+13.92%/yr
+17.83%/yr
(R2=0.714)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPY
×
+18.84%
+15.72%/yr
+18.35%/yr
(R2=0.816)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Mon 2025-03-24 Start
Value
End
Value
USDOLLAR
×
$10,000.00
2024-01-17
$9,624.64
2025-03-24
United States Dollar Currency
YMAX
×
$10,000.00
2024-01-17
$11,712.44
2025-03-24
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
$10,000.00
2024-01-17
$11,665.99
2025-03-24
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPY
×
$10,000.00
2024-01-17
$11,884.48
2025-03-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year USDOLLAR YMAX QQQ SPY
2025 (YTD) −1.28% −4.79% −5.24% −3.00%
2024 −2.78% +23.02% +22.06% +21.39%
2023 −3.25% +49.84% +22.09%
2022 −6.10% −36.68% −23.14%
2021 −6.52% +19.04% +20.27%
2020 −1.37% +46.63% +16.74%
2019 −2.20% +35.85% +28.29%
2018 −1.93% −1.99% −6.35%
2017 −2.04% +29.92% +19.19%
2016 −2.00% +4.92% +9.73%
2015 −0.73% +8.64% +0.50%
2014 −0.80% +18.28% +12.61%
2013 −1.44% +34.62% +30.35%
2012 −1.76% +16.10% +14.01%
2011 −2.81% +0.41% −1.04%
2010 −1.49% +18.13% +13.36%
2009 −2.70% +50.62% +23.01%
2008 −0.07% −41.79% −36.85%
2007 −3.91% +14.35% +1.01%
2006 −2.46% +4.51% +13.00%
2005 −3.33% −1.79% +1.35%
2004 −3.11% +7.03% +7.21%
2003 −1.87% +46.90% +25.82%
2002 −2.32% −38.82% −23.40%
2001 −1.52% −34.36% −13.11%
2000 −3.26% −38.21% −12.70%
1999 −2.62% +75.09% +17.24%
1998 −1.61% +26.65%
1997 −1.69% +31.24%
1996 −3.22% +18.56%
1995 −2.44% +34.64%
1994 −2.60% −2.23%
1993 −2.71% +6.29%
1992 −2.80%
1991 −2.97%
1990 −5.76%
1989 −4.45%
1988 −4.22%
1987 −4.25%
1986 −1.09%
1985 −3.66%
1984 −3.80%
1983 −3.63%
1982 −3.70%
1981 −8.18%
1980 −11.13%
1979 −11.73%
1978 −8.28%
1977 −6.28%
1976 −4.64%
1975 −6.48%
1974 −10.98%
1973 −8.02%
1972 −3.29%
1971 −3.16%
1970 −5.27%
1969 −5.84%
1968 −4.51%
1967 −2.94%
1966 −3.32%
1965 −1.95%
1964 −0.97%
1963 −1.62%
1962 −1.31%
1961 −0.65%
1960 −1.29%
1959 −1.72%
1958 −1.78%
1957 −2.76%
1956 −2.93%
1955 −0.33%
1954 +0.76%
1953 −0.75%
1952 −0.75%
1951 −5.71%
1950 −5.61%
1949 +2.19%
1948 −2.93%
1947 −8.14%
1946 −15.32%
1945 −2.23%
1944 −2.23%
1943 −2.91%
1942 −8.24%
1941 −9.04%
1940 −0.70%
1939 +0.00%
1938 +2.84%
1937 −2.76%
1936 −1.42%
1935 −2.93%
1934 −1.49%
1933 −0.74%
1932 +11.47%
1931 +10.28%
1930 +6.78%
1929 −0.54%
1928 +1.14%
1927 +2.33%
1926 +1.12%
1925 −3.35%
1924 +0.00%
1923 −2.33%
1922 +2.38%
1921 +12.14%
1920 −2.54%
1919 −12.70%
1918 −16.97%
1917 −15.35%
1916 −11.21%
1915 −1.93%
1914 −1.00%
1913 −1.99%

Drawdowns

Wed 2024-01-17? to Mon 2025-03-24 Current
Drawdown
Worst
Drawdown
USDOLLAR
×
−3.75% −3.75%
2025-03-18
United States Dollar Currency
YMAX
×
−11.04% −17.48%
2025-03-13
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
−9.86% −13.89%
2025-03-13
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPY
×
−6.36% −10.25%
2025-03-13
SPDR S&P 500 ETF Trust Exchange-Traded Fund