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

Total Real Returns

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

Wed 2024-01-17? to Mon 2025-09-15 YTD
Return
TRR
Price
YMAX
×
+10.00%
2025-09-15
1.354 TRR
2025-09-15
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
+10.38%
2025-09-15
11.91 TRR
2025-09-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Wed 2024-01-17? to Mon 2025-09-15 Overall
Return
Exponential
Trendline
YMAX
×
+35.36%
+19.98%/yr
+13.48%/yr
(R2=0.542)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
+35.24%
+19.92%/yr
+12.95%/yr
(R2=0.673)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Mon 2025-09-15 Start
Value
End
Value
YMAX
×
$10,000.00
2024-01-17
$13,535.59
2025-09-15
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
$10,000.00
2024-01-17
$13,524.12
2025-09-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year YMAX SPY
2025 (YTD) +10.00% +10.38%
2024 +23.05% +21.39%
2023 +22.09%
2022 −23.15%
2021 +20.26%
2020 +16.74%
2019 +28.29%
2018 −6.35%
2017 +19.19%
2016 +9.72%
2015 +0.50%
2014 +12.61%
2013 +30.35%
2012 +14.02%
2011 −1.05%
2010 +13.37%
2009 +23.00%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.36%
2004 +7.21%
2003 +25.82%
2002 −23.40%
2001 −13.11%
2000 −12.70%
1999 +17.25%
1998 +26.64%
1997 +31.24%
1996 +18.56%
1995 +34.64%
1994 −2.22%
1993 +6.29%

Drawdowns

Wed 2024-01-17? to Mon 2025-09-15 Current
Drawdown
Worst
Drawdown
YMAX
×
−1.54% −26.61%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
0.00% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund