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 −5.92% over the past year and +5.81% YTD, with dividends reinvested. Since Jan. 17, 2024, YMAX is up +34.51% in real purchasing-power return, or +11.49%/yr, and is currently −6.01% below its real total-return high on Oct. 8, 2025.

Data ending Fri Oct. 9, 2026

Growth of $10,000

Wed 2024-01-17💬 to Fri 2026-10-09 Overall
Return 		Exponential
Trendline
YMAX × 		+34.51%
+11.49%/yr 		+6.99%/yr
R2=0.386
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2024-01-17💬 to Fri 2026-10-09 Start
Value 		End
Value
YMAX × 		$10,000.00
2024-01-17 		$13,451.34
2026-10-09

This Year’s Performance

through 2026-10-09

  YTD YoY
YMAX × 		+5.81% −5.92%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
YMAX × 		−6.01%
on 2026-10-09
from 2025-10-08 peak 		−27.35%
on 2026-03-30
from 2025-10-08 peak

Rolling Returns

Period ending Fri 2026-10-09 1 yr 2 yr 3 yr 5 yr 10 yr
YMAX × 		−5.92% +20.07%
+9.57%/yr 		— — —

Annual Returns

Year YMAX
2026 (YTD) +5.81%
2025 +3.27%
2024 +23.10%