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 Mon 2025-02-03 YTD
Return
TRR
Price
YMAX
×
+1.11%
2025-02-03
1.244 TRR
2025-02-03
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
+1.08%
2025-02-03
6.211 TRR
2025-02-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Wed 2024-01-17? to Mon 2025-02-03 Overall
Return
Exponential
Trendline
YMAX
×
+24.38%
+23.12%/yr
+17.77%/yr
(R2=0.588)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
+24.44%
+23.18%/yr
+21.83%/yr
(R2=0.821)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Mon 2025-02-03 Start
Value
End
Value
YMAX
×
$10,000.00
2024-01-17
$12,437.55
2025-02-03
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
$10,000.00
2024-01-17
$12,443.80
2025-02-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year YMAX QQQ
2025 (YTD) +1.11% +1.08%
2024 +23.01% +22.06%
2023 +49.84%
2022 −36.68%
2021 +19.04%
2020 +46.62%
2019 +35.86%
2018 −2.00%
2017 +29.92%
2016 +4.92%
2015 +8.64%
2014 +18.29%
2013 +34.61%
2012 +16.10%
2011 +0.40%
2010 +18.14%
2009 +50.59%
2008 −41.78%
2007 +14.34%
2006 +4.52%
2005 −1.79%
2004 +7.04%
2003 +46.88%
2002 −38.81%
2001 −34.36%
2000 −38.21%
1999 +75.07%

Drawdowns

Wed 2024-01-17? to Mon 2025-02-03 Current
Drawdown
Worst
Drawdown
YMAX
×
−5.52% −12.85%
2024-08-05
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
−3.84% −13.64%
2024-08-07
Invesco QQQ Trust NASDAQ Exchange-Traded Fund