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 Tue 2025-04-29 YTD
Return
TRR
Price
USDOLLAR
×
−1.48%
2025-04-29
0.03059 TRR
2025-04-29
United States Dollar Currency
YMAX
×
−7.67%
2025-04-29
1.137 TRR
2025-04-29
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
−6.55%
2025-04-29
10.09 TRR
2025-04-29
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Wed 2024-01-17? to Tue 2025-04-29 Overall
Return
Exponential
Trendline
USDOLLAR
×
−3.94%
−3.09%/yr
−2.40%/yr
(R2=0.907)
United States Dollar Currency
YMAX
×
+13.70%
+10.54%/yr
+9.33%/yr
(R2=0.252)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
+14.49%
+11.14%/yr
+12.96%/yr
(R2=0.519)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Tue 2025-04-29 Start
Value
End
Value
USDOLLAR
×
$10,000.00
2024-01-17
$9,606.15
2025-04-29
United States Dollar Currency
YMAX
×
$10,000.00
2024-01-17
$11,370.21
2025-04-29
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
$10,000.00
2024-01-17
$11,449.34
2025-04-29
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year USDOLLAR YMAX SPY
2025 (YTD) −1.48% −7.67% −6.55%
2024 −2.78% +23.15% +21.39%
2023 −3.33% +22.09%
2022 −6.01% −23.15%
2021 −6.59% +20.26%
2020 −1.36% +16.74%
2019 −2.20% +28.29%
2018 −1.92% −6.35%
2017 −2.03% +19.18%
2016 −2.07% +9.73%
2015 −0.73% +0.50%
2014 −0.73% +12.61%
2013 −1.43% +30.35%
2012 −1.76% +14.01%
2011 −2.87% −1.04%
2010 −1.48% +13.36%
2009 −2.62% +23.00%
2008 −0.07% −36.85%
2007 −3.97% +1.01%
2006 −2.46% +13.00%
2005 −3.33% +1.35%
2004 −3.11% +7.21%
2003 −1.86% +25.81%
2002 −2.32% −23.40%
2001 −1.52% −13.11%
2000 −3.31% −12.70%
1999 −2.61% +17.24%
1998 −1.56% +26.65%
1997 −1.68% +31.24%
1996 −3.21% +18.56%
1995 −2.48% +34.63%
1994 −2.64% −2.21%
1993 −2.66% +6.30%
1992 −2.80%
1991 −3.01%
1990 −5.75%
1989 −4.44%
1988 −4.21%
1987 −4.28%
1986 −1.06%
1985 −3.68%
1984 −3.79%
1983 −3.66%
1982 −3.67%
1981 −8.21%
1980 −11.11%
1979 −11.75%
1978 −8.26%
1977 −6.29%
1976 −4.64%
1975 −6.48%
1974 −10.99%
1973 −8.01%
1972 −3.30%
1971 −3.16%
1970 −5.28%
1969 −5.83%
1968 −4.51%
1967 −2.96%
1966 −3.38%
1965 −1.85%
1964 −0.96%
1963 −1.61%
1962 −1.31%
1961 −0.65%
1960 −1.38%
1959 −1.71%
1958 −1.68%
1957 −2.84%
1956 −2.93%
1955 −0.33%
1954 +0.76%
1953 −0.75%
1952 −0.74%
1951 −5.69%
1950 −5.60%
1949 +2.18%
1948 −2.92%
1947 −8.12%
1946 −15.34%
1945 −2.22%
1944 −2.23%
1943 −2.90%
1942 −8.27%
1941 −9.02%
1940 −0.74%
1939 +0.00%
1938 +2.88%
1937 −2.80%
1936 −1.42%
1935 −2.89%
1934 −1.48%
1933 −0.78%
1932 +11.44%
1931 +10.30%
1930 +6.82%
1929 −0.59%
1928 +1.19%
1927 +2.32%
1926 +1.12%
1925 −3.35%
1924 +0.00%
1923 −2.32%
1922 +2.38%
1921 +12.11%
1920 −2.54%
1919 −12.72%
1918 −16.97%
1917 −15.31%
1916 −11.22%
1915 −1.92%
1914 −1.00%
1913 −1.99%

Drawdowns

Wed 2024-01-17? to Tue 2025-04-29 Current
Drawdown
Worst
Drawdown
USDOLLAR
×
−3.94% −3.94%
2025-04-22
United States Dollar Currency
YMAX
×
−13.70% −26.61%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
−9.79% −19.10%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund