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

Total Real Returns

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

Thu 2024-02-22? to Fri 2025-08-22 YTD
Return
TRR
Price
YMAX
×
+7.71%
2025-08-22
1.326 TRR
2025-08-22
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
MSTY
×
+15.84%
2025-08-22
3.414 TRR
2025-08-22
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Fri 2025-08-22 Overall
Return
Exponential
Trendline
YMAX
×
+24.88%
+15.99%/yr
+12.13%/yr
(R2=0.426)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
MSTY
×
+241.44%
+127.04%/yr
+100.79%/yr
(R2=0.783)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Fri 2025-08-22 Start
Value
End
Value
YMAX
×
$10,000.00
2024-02-22
$12,487.85
2025-08-22
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
MSTY
×
$10,000.00
2024-02-22
$34,143.97
2025-08-22
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year YMAX MSTY
2025 (YTD) +7.71% +15.84%
2024 +23.13% +194.75%

Drawdowns

Thu 2024-02-22? to Fri 2025-08-22 Current
Drawdown
Worst
Drawdown
YMAX
×
−3.53% −26.64%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
MSTY
×
−18.67% −41.51%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund