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 −5.36% over the past year and −1.70% YTD, with dividends reinvested. Since Jan. 17, 2024, YMAX is up +24.96% in real purchasing-power return, or +9.50%/yr, and is currently −12.69% below its real total-return high on Oct. 8, 2025.

Data ending Thu Jul. 2, 2026

Wed 2024-01-17💬 to Thu 2026-07-02 YTD
Return
1 Year
Return
YMAX
×
−1.70%
2026-07-02
−5.36%
2026-07-02
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Returns

Wed 2024-01-17💬 to Thu 2026-07-02 Overall
Return
Exponential
Trendline
YMAX
×
+24.96%
+9.50%/yr
+7.52%/yr
(R2=0.352)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17💬 to Thu 2026-07-02 Start
Value
End
Value
YMAX
×
$10,000.00
2024-01-17
$12,496.13
2026-07-02
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Annual Returns

Year YMAX
2026 (YTD) −1.70%
2025 +3.27%
2024 +23.10%

Drawdowns

Wed 2024-01-17💬 to Thu 2026-07-02 Current
Drawdown
Worst
Drawdown
YMAX
×
−12.69%
from 2025-10-08 peak
−27.34%
2026-03-30
from 2025-10-08 peak
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year
2
Years
3
Years
5
Years
10
Years
YMAX
×
−5.36% +10.45%
+5.09%/yr
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund