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

Total Real Returns

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

YMAX real return snapshot: after CPI-U inflation, YMAX returned −7.50% over the past year and +0.79% YTD, with dividends reinvested. Since Jan. 17, 2024, YMAX is up +28.13% in real purchasing-power return, or +9.45%/yr, and is currently −10.47% below its real total-return high on Oct. 8, 2025.

Data ending Fri Oct. 16, 2026

Growth of $10,000

Wed 2024-01-17💬 to Fri 2026-10-16 Overall
Return 		Exponential
Trendline
YMAX × 		+28.13%
+9.45%/yr 		+6.97%/yr
R2=0.390
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2024-01-17💬 to Fri 2026-10-16 Start
Value 		End
Value
YMAX × 		$10,000.00
2024-01-17 		$12,812.62
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
YMAX × 		+0.79% −7.50%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
YMAX × 		−10.47%
on 2026-10-16
from 2025-10-08 peak 		−27.34%
on 2026-03-30
from 2025-10-08 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
YMAX × 		−7.50% +13.39%
+6.49%/yr 		— — —

Annual Returns

Year YMAX
2026 (YTD) +0.79%
2025 +3.27%
2024 +23.10%