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 −8.61% over the past year and −5.34% YTD, with dividends reinvested. Since Jan. 17, 2024, YMAX is up +20.33% in real purchasing-power return, or +6.82%/yr, and is currently −15.92% below its real total-return high on Oct. 8, 2025.

Data ending Fri Nov. 6, 2026

Growth of $10,000

Wed 2024-01-17💬 to Fri 2026-11-06 Overall
Return 		Exponential
Trendline
YMAX × 		+20.33%
+6.82%/yr 		+6.76%/yr
R2=0.387
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2024-01-17💬 to Fri 2026-11-06 Start
Value 		End
Value
YMAX × 		$10,000.00
2024-01-17 		$12,032.62
2026-11-06

This Year’s Performance

through 2026-11-06

  YTD YoY
YMAX × 		−5.34% −8.61%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
YMAX × 		−15.92%
on 2026-11-06
from 2025-10-08 peak 		−27.34%
on 2026-03-30
from 2025-10-08 peak

Rolling Returns

Period ending Fri 2026-11-06 1 yr 2 yr 3 yr 5 yr 10 yr
YMAX × 		−8.61% +2.12%
+1.05%/yr 		— — —

Annual Returns

Year YMAX
2026 (YTD) −5.34%
2025 +3.27%
2024 +23.10%