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 Fri 2025-05-30 YTD
Return
TRR
Price
USDOLLAR
×
−1.77%
2025-05-30
0.03049 TRR
2025-05-30
United States Dollar Currency
YMAX
×
−0.44%
2025-05-30
1.225 TRR
2025-05-30
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
−0.14%
2025-05-30
6.136 TRR
2025-05-30
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPY
×
−0.95%
2025-05-30
10.69 TRR
2025-05-30
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Wed 2024-01-17? to Fri 2025-05-30 Overall
Return
Exponential
Trendline
USDOLLAR
×
−4.31%
−3.17%/yr
−2.48%/yr
(R2=0.919)
United States Dollar Currency
YMAX
×
+22.55%
+16.05%/yr
+9.05%/yr
(R2=0.275)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
+22.94%
+16.32%/yr
+11.07%/yr
(R2=0.401)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPY
×
+21.36%
+15.22%/yr
+11.61%/yr
(R2=0.498)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Fri 2025-05-30 Start
Value
End
Value
USDOLLAR
×
$10,000.00
2024-01-17
$9,569.38
2025-05-30
United States Dollar Currency
YMAX
×
$10,000.00
2024-01-17
$12,254.55
2025-05-30
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
$10,000.00
2024-01-17
$12,293.90
2025-05-30
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPY
×
$10,000.00
2024-01-17
$12,135.86
2025-05-30
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year USDOLLAR YMAX QQQ SPY
2025 (YTD) −1.77% −0.44% −0.14% −0.95%
2024 −2.86% +23.09% +22.06% +21.39%
2023 −3.23% +49.84% +22.09%
2022 −6.07% −36.67% −23.15%
2021 −6.56% +19.04% +20.26%
2020 −1.36% +46.62% +16.74%
2019 −2.19% +35.86% +28.29%
2018 −1.92% −1.99% −6.35%
2017 −2.03% +29.92% +19.19%
2016 −2.06% +4.92% +9.72%
2015 −0.73% +8.64% +0.50%
2014 −0.73% +18.29% +12.62%
2013 −1.50% +34.62% +30.35%
2012 −1.69% +16.10% +14.01%
2011 −2.86% +0.40% −1.04%
2010 −1.48% +18.14% +13.36%
2009 −2.68% +50.60% +23.00%
2008 −0.07% −41.78% −36.85%
2007 −3.95% +14.35% +1.01%
2006 −2.45% +4.51% +13.00%
2005 −3.32% −1.78% +1.35%
2004 −3.15% +7.04% +7.21%
2003 −1.86% +46.91% +25.81%
2002 −2.31% −38.82% −23.40%
2001 −1.52% −34.36% −13.10%
2000 −3.30% −38.21% −12.70%
1999 −2.60% +75.07% +17.24%
1998 −1.61% +26.65%
1997 −1.68% +31.24%
1996 −3.20% +18.56%
1995 −2.47% +34.65%
1994 −2.63% −2.22%
1993 −2.65% +6.28%
1992 −2.83%
1991 −2.96%
1990 −5.77%
1989 −4.42%
1988 −4.24%
1987 −4.26%
1986 −1.09%
1985 −3.64%
1984 −3.81%
1983 −3.64%
1982 −3.69%
1981 −8.19%
1980 −11.14%
1979 −11.73%
1978 −8.27%
1977 −6.28%
1976 −4.63%
1975 −6.49%
1974 −10.98%
1973 −8.01%
1972 −3.29%
1971 −3.17%
1970 −5.28%
1969 −5.83%
1968 −4.50%
1967 −2.96%
1966 −3.36%
1965 −1.84%
1964 −0.96%
1963 −1.61%
1962 −1.31%
1961 −0.74%
1960 −1.28%
1959 −1.71%
1958 −1.77%
1957 −2.83%
1956 −2.84%
1955 −0.42%
1954 +0.75%
1953 −0.75%
1952 −0.74%
1951 −5.68%
1950 −5.58%
1949 +2.10%
1948 −2.91%
1947 −8.09%
1946 −15.35%
1945 −2.21%
1944 −2.22%
1943 −2.89%
1942 −8.29%
1941 −9.04%
1940 −0.70%
1939 +0.00%
1938 +2.87%
1937 −2.79%
1936 −1.42%
1935 −2.92%
1934 −1.48%
1933 −0.77%
1932 +11.44%
1931 +10.32%
1930 +6.80%
1929 −0.59%
1928 +1.18%
1927 +2.31%
1926 +1.11%
1925 −3.34%
1924 +0.00%
1923 −2.31%
1922 +2.37%
1921 +12.13%
1920 −2.59%
1919 −12.68%
1918 −16.97%
1917 −15.34%
1916 −11.21%
1915 −1.92%
1914 −1.00%
1913 −2.01%

Drawdowns

Wed 2024-01-17? to Fri 2025-05-30 Current
Drawdown
Worst
Drawdown
USDOLLAR
×
−4.31% −4.31%
2025-05-23
United States Dollar Currency
YMAX
×
−6.97% −26.64%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
−5.00% −23.54%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPY
×
−4.38% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund