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 Fri 2025-03-28 YTD
Return
TRR
Price
YMAX
×
−10.60%
2025-03-28
1.101 TRR
2025-03-28
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
−6.14%
2025-03-28
10.13 TRR
2025-03-28
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Wed 2024-01-17? to Fri 2025-03-28 Overall
Return
Exponential
Trendline
YMAX
×
+10.11%
+8.41%/yr
+14.09%/yr
(R2=0.494)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
+15.00%
+12.42%/yr
+17.72%/yr
(R2=0.794)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Fri 2025-03-28 Start
Value
End
Value
YMAX
×
$10,000.00
2024-01-17
$11,011.42
2025-03-28
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
$10,000.00
2024-01-17
$11,499.82
2025-03-28
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year YMAX SPY
2025 (YTD) −10.60% −6.14%
2024 +23.16% +21.39%
2023 +22.09%
2022 −23.14%
2021 +20.26%
2020 +16.74%
2019 +28.29%
2018 −6.35%
2017 +19.19%
2016 +9.73%
2015 +0.49%
2014 +12.61%
2013 +30.35%
2012 +14.01%
2011 −1.05%
2010 +13.36%
2009 +23.00%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.82%
2002 −23.40%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.25%
1996 +18.57%
1995 +34.63%
1994 −2.23%
1993 +6.29%

Drawdowns

Wed 2024-01-17? to Fri 2025-03-28 Current
Drawdown
Worst
Drawdown
YMAX
×
−16.41% −17.46%
2025-03-13
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
−9.39% −10.25%
2025-03-13
SPDR S&P 500 ETF Trust Exchange-Traded Fund