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

Total Real Returns

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

Wed 2024-01-17? to Tue 2025-04-29 YTD
Return
TRR
Price
YMAX
×
−7.67%
2025-04-29
1.137 TRR
2025-04-29
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
−8.24%
2025-04-29
5.639 TRR
2025-04-29
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPY
×
−6.55%
2025-04-29
10.09 TRR
2025-04-29
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Wed 2024-01-17? to Tue 2025-04-29 Overall
Return
Exponential
Trendline
YMAX
×
+13.70%
+10.54%/yr
+9.33%/yr
(R2=0.252)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
+12.97%
+9.99%/yr
+11.85%/yr
(R2=0.394)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPY
×
+14.49%
+11.14%/yr
+12.96%/yr
(R2=0.519)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Tue 2025-04-29 Start
Value
End
Value
YMAX
×
$10,000.00
2024-01-17
$11,370.21
2025-04-29
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
$10,000.00
2024-01-17
$11,297.13
2025-04-29
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPY
×
$10,000.00
2024-01-17
$11,449.34
2025-04-29
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year YMAX QQQ SPY
2025 (YTD) −7.67% −8.24% −6.55%
2024 +23.15% +22.06% +21.39%
2023 +49.84% +22.09%
2022 −36.68% −23.15%
2021 +19.04% +20.26%
2020 +46.62% +16.74%
2019 +35.86% +28.29%
2018 −1.99% −6.35%
2017 +29.92% +19.18%
2016 +4.92% +9.73%
2015 +8.65% +0.50%
2014 +18.29% +12.61%
2013 +34.62% +30.35%
2012 +16.10% +14.01%
2011 +0.40% −1.04%
2010 +18.15% +13.36%
2009 +50.57% +23.00%
2008 −41.77% −36.85%
2007 +14.34% +1.01%
2006 +4.51% +13.00%
2005 −1.79% +1.35%
2004 +7.04% +7.21%
2003 +46.89% +25.81%
2002 −38.81% −23.40%
2001 −34.36% −13.11%
2000 −38.21% −12.70%
1999 +75.09% +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.56%
1995 +34.63%
1994 −2.21%
1993 +6.30%

Drawdowns

Wed 2024-01-17? to Tue 2025-04-29 Current
Drawdown
Worst
Drawdown
YMAX
×
−13.70% −26.61%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
QQQ
×
−12.71% −23.52%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPY
×
−9.79% −19.10%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund