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

Total Real Returns

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

Wed 2024-01-17? to Fri 2025-03-28 YTD
Return
TRR
Price
YMAX
×
−10.60%
2025-03-28
1.101 TRR
2025-03-28
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
−9.33%
2025-03-28
5.572 TRR
2025-03-28
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Wed 2024-01-17? to Fri 2025-03-28 Overall
Return
Exponential
Trendline
YMAX
×
+10.11%
+8.41%/yr
+14.09%/yr
(R2=0.494)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
+11.63%
+9.65%/yr
+17.10%/yr
(R2=0.688)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Fri 2025-03-28 Start
Value
End
Value
YMAX
×
$10,000.00
2024-01-17
$11,011.42
2025-03-28
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
$10,000.00
2024-01-17
$11,162.58
2025-03-28
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year YMAX QQQ
2025 (YTD) −10.60% −9.33%
2024 +23.16% +22.06%
2023 +49.84%
2022 −36.67%
2021 +19.04%
2020 +46.62%
2019 +35.86%
2018 −2.00%
2017 +29.92%
2016 +4.92%
2015 +8.65%
2014 +18.28%
2013 +34.62%
2012 +16.10%
2011 +0.40%
2010 +18.13%
2009 +50.60%
2008 −41.78%
2007 +14.35%
2006 +4.50%
2005 −1.77%
2004 +7.04%
2003 +46.91%
2002 −38.82%
2001 −34.37%
2000 −38.21%
1999 +75.08%

Drawdowns

Wed 2024-01-17? to Fri 2025-03-28 Current
Drawdown
Worst
Drawdown
YMAX
×
−16.41% −17.46%
2025-03-13
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
−13.74% −13.88%
2025-03-13
Invesco QQQ Trust NASDAQ Exchange-Traded Fund