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

Total Real Returns

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

Wed 2024-01-17? to Thu 2025-03-27 YTD
Return
TRR
Price
USDOLLAR
×
−1.28%
2025-03-27
0.03065 TRR
2025-03-27
United States Dollar Currency
YMAX
×
−8.73%
2025-03-27
1.124 TRR
2025-03-27
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
−4.20%
2025-03-27
10.34 TRR
2025-03-27
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Wed 2024-01-17? to Thu 2025-03-27 Overall
Return
Exponential
Trendline
USDOLLAR
×
−3.75%
−3.16%/yr
−2.33%/yr
(R2=0.885)
United States Dollar Currency
YMAX
×
+12.36%
+10.28%/yr
+14.28%/yr
(R2=0.502)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
+17.37%
+14.40%/yr
+17.91%/yr
(R2=0.802)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Thu 2025-03-27 Start
Value
End
Value
USDOLLAR
×
$10,000.00
2024-01-17
$9,624.64
2025-03-27
United States Dollar Currency
YMAX
×
$10,000.00
2024-01-17
$11,235.86
2025-03-27
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
$10,000.00
2024-01-17
$11,737.14
2025-03-27
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year USDOLLAR YMAX SPY
2025 (YTD) −1.28% −8.73% −4.20%
2024 −2.78% +23.10% +21.39%
2023 −3.25% +22.09%
2022 −6.10% −23.14%
2021 −6.60% +20.27%
2020 −1.29% +16.74%
2019 −2.28% +28.29%
2018 −1.85% −6.35%
2017 −2.04% +19.19%
2016 −2.07% +9.72%
2015 −0.73% +0.50%
2014 −0.73% +12.61%
2013 −1.51% +30.35%
2012 −1.69% +14.01%
2011 −2.88% −1.05%
2010 −1.49% +13.37%
2009 −2.63% +23.00%
2008 −0.07% −36.85%
2007 −3.91% +1.01%
2006 −2.52% +13.00%
2005 −3.27% +1.35%
2004 −3.17% +7.21%
2003 −1.81% +25.82%
2002 −2.38% −23.41%
2001 −1.52% −13.11%
2000 −3.26% −12.70%
1999 −2.61% +17.25%
1998 −1.56% +26.65%
1997 −1.69% +31.25%
1996 −3.22% +18.56%
1995 −2.48% +34.63%
1994 −2.60% −2.21%
1993 −2.66% +6.29%
1992 −2.85%
1991 −2.97%
1990 −5.76%
1989 −4.41%
1988 −4.26%
1987 −4.25%
1986 −1.06%
1985 −3.66%
1984 −3.80%
1983 −3.66%
1982 −3.68%
1981 −8.21%
1980 −11.13%
1979 −11.73%
1978 −8.27%
1977 −6.28%
1976 −4.63%
1975 −6.49%
1974 −10.98%
1973 −8.00%
1972 −3.30%
1971 −3.16%
1970 −5.27%
1969 −5.84%
1968 −4.51%
1967 −2.95%
1966 −3.29%
1965 −1.95%
1964 −0.97%
1963 −1.62%
1962 −1.31%
1961 −0.65%
1960 −1.38%
1959 −1.63%
1958 −1.78%
1957 −2.76%
1956 −2.93%
1955 −0.42%
1954 +0.76%
1953 −0.75%
1952 −0.75%
1951 −5.63%
1950 −5.61%
1949 +2.11%
1948 −2.86%
1947 −8.14%
1946 −15.37%
1945 −2.17%
1944 −2.29%
1943 −2.85%
1942 −8.29%
1941 −9.04%
1940 −0.70%
1939 +0.00%
1938 +2.88%
1937 −2.80%
1936 −1.42%
1935 −2.89%
1934 −1.49%
1933 −0.78%
1932 +11.46%
1931 +10.27%
1930 +6.83%
1929 −0.59%
1928 +1.19%
1927 +2.33%
1926 +1.12%
1925 −3.35%
1924 +0.00%
1923 −2.33%
1922 +2.38%
1921 +12.14%
1920 −2.60%
1919 −12.69%
1918 −16.97%
1917 −15.31%
1916 −11.21%
1915 −1.96%
1914 −0.97%
1913 −2.02%

Drawdowns

Wed 2024-01-17? to Thu 2025-03-27 Current
Drawdown
Worst
Drawdown
USDOLLAR
×
−3.75% −3.75%
2025-03-21
United States Dollar Currency
YMAX
×
−14.66% −17.42%
2025-03-13
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
−7.53% −10.25%
2025-03-13
SPDR S&P 500 ETF Trust Exchange-Traded Fund