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 Wed 2025-04-30 YTD
Return
TRR
Price
YMAX
×
−8.50%
2025-04-30
1.126 TRR
2025-04-30
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
−8.25%
2025-04-30
5.638 TRR
2025-04-30
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Wed 2024-01-17? to Wed 2025-04-30 Overall
Return
Exponential
Trendline
YMAX
×
+12.59%
+9.67%/yr
+9.23%/yr
(R2=0.249)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
+12.95%
+9.95%/yr
+11.72%/yr
(R2=0.389)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Wed 2025-04-30 Start
Value
End
Value
YMAX
×
$10,000.00
2024-01-17
$11,258.50
2025-04-30
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
$10,000.00
2024-01-17
$11,294.90
2025-04-30
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year YMAX QQQ
2025 (YTD) −8.50% −8.25%
2024 +23.04% +22.06%
2023 +49.84%
2022 −36.68%
2021 +19.04%
2020 +46.63%
2019 +35.86%
2018 −1.99%
2017 +29.92%
2016 +4.93%
2015 +8.64%
2014 +18.29%
2013 +34.61%
2012 +16.10%
2011 +0.40%
2010 +18.15%
2009 +50.60%
2008 −41.78%
2007 +14.36%
2006 +4.51%
2005 −1.79%
2004 +7.04%
2003 +46.89%
2002 −38.82%
2001 −34.36%
2000 −38.21%
1999 +75.08%

Drawdowns

Wed 2024-01-17? to Wed 2025-04-30 Current
Drawdown
Worst
Drawdown
YMAX
×
−14.47% −26.61%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
−12.72% −23.52%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund