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 −4.07% over the past year and +0.85% YTD, with dividends reinvested. Since Jan. 17, 2024, YMAX is up +28.21% in real purchasing-power return, or +10.14%/yr, and is currently −10.42% below its real total-return high on Oct. 8, 2025.

Data ending Fri Aug. 14, 2026

Growth of $10,000

Wed 2024-01-17💬 to Fri 2026-08-14 Overall
Return 		Exponential
Trendline
YMAX × 		+28.21%
+10.14%/yr 		+7.01%/yr
R2=0.348
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2024-01-17💬 to Fri 2026-08-14 Start
Value 		End
Value
YMAX × 		$10,000.00
2024-01-17 		$12,820.87
2026-08-14

This Year’s Performance

through 2026-08-14

  YTD YoY
YMAX × 		+0.85% −4.07%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
YMAX × 		−10.42%
on 2026-08-14
from 2025-10-08 peak 		−27.35%
on 2026-03-30
from 2025-10-08 peak

Rolling Returns

Period ending Fri 2026-08-14 1 yr 2 yr 3 yr 5 yr 10 yr
YMAX × 		−4.07% +19.20%
+9.18%/yr 		— — —

Annual Returns

Year YMAX
2026 (YTD) +0.85%
2025 +3.27%
2024 +23.10%