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)

×
Tue 2024-12-31 to Wed 2025-09-10 YTD
Return
TRR
Price
YMAX
×
+8.11%
2025-09-10
1.331 TRR
2025-09-10
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
MSTY
×
+8.31%
2025-09-10
3.192 TRR
2025-09-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Tue 2024-12-31 to Wed 2025-09-10 Overall
Return
Exponential
Trendline
YMAX
×
+8.11%
+11.91%/yr
+22.14%/yr
(R2=0.255)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
MSTY
×
+8.31%
+12.21%/yr
+35.24%/yr
(R2=0.249)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Tue 2024-12-31 to Wed 2025-09-10 Start
Value
End
Value
YMAX
×
$10,000.00
2024-12-31
$10,810.58
2025-09-10
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
MSTY
×
$10,000.00
2024-12-31
$10,830.99
2025-09-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year YMAX MSTY
2025 (YTD) +8.11% +8.31%
2024 +23.08% +194.67%

Drawdowns

Tue 2024-12-31 to Wed 2025-09-10 Current
Drawdown
Worst
Drawdown
YMAX
×
−3.21% −25.69%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
MSTY
×
−24.01% −33.99%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund