All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2024-01-17? to Thu 2025-03-27 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| YMAX × |
−8.73%
2025-03-27 |
1.124 TRR
2025-03-27 |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| QQQ × |
−6.87%
2025-03-27 |
5.723 TRR
2025-03-27 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| SPY × |
−4.20%
2025-03-27 |
10.34 TRR
2025-03-27 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Wed 2024-01-17? to Thu 2025-03-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| YMAX × |
+12.36%
+10.28%/yr |
+14.28%/yr
(R2=0.502) |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| QQQ × |
+14.66%
+12.17%/yr |
+17.34%/yr
(R2=0.698) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| SPY × |
+17.37%
+14.40%/yr |
+17.91%/yr
(R2=0.802) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Wed 2024-01-17? to Thu 2025-03-27 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| YMAX × |
$10,000.00
2024-01-17 |
$11,235.86
2025-03-27 |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| QQQ × |
$10,000.00
2024-01-17 |
$11,465.50
2025-03-27 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2024-01-17 |
$11,737.14
2025-03-27 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Year | YMAX | QQQ | SPY |
|---|---|---|---|
| 2025 (YTD) | −8.73% | −6.87% | −4.20% |
| 2024 | +23.10% | +22.06% | +21.39% |
| 2023 | — | +49.84% | +22.09% |
| 2022 | — | −36.67% | −23.14% |
| 2021 | — | +19.04% | +20.27% |
| 2020 | — | +46.62% | +16.74% |
| 2019 | — | +35.86% | +28.29% |
| 2018 | — | −1.99% | −6.35% |
| 2017 | — | +29.91% | +19.19% |
| 2016 | — | +4.93% | +9.72% |
| 2015 | — | +8.64% | +0.50% |
| 2014 | — | +18.28% | +12.61% |
| 2013 | — | +34.61% | +30.35% |
| 2012 | — | +16.10% | +14.01% |
| 2011 | — | +0.40% | −1.05% |
| 2010 | — | +18.15% | +13.37% |
| 2009 | — | +50.61% | +23.00% |
| 2008 | — | −41.78% | −36.85% |
| 2007 | — | +14.34% | +1.01% |
| 2006 | — | +4.52% | +13.00% |
| 2005 | — | −1.79% | +1.35% |
| 2004 | — | +7.04% | +7.21% |
| 2003 | — | +46.91% | +25.82% |
| 2002 | — | −38.82% | −23.41% |
| 2001 | — | −34.36% | −13.11% |
| 2000 | — | −38.21% | −12.70% |
| 1999 | — | +75.07% | +17.25% |
| 1998 | — | — | +26.65% |
| 1997 | — | — | +31.25% |
| 1996 | — | — | +18.56% |
| 1995 | — | — | +34.63% |
| 1994 | — | — | −2.21% |
| 1993 | — | — | +6.29% |
| Wed 2024-01-17? to Thu 2025-03-27 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| YMAX × | −14.66% |
−17.42%
2025-03-13 |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| QQQ × | −11.41% |
−13.88%
2025-03-13 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| SPY × | −7.53% |
−10.25%
2025-03-13 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||