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 2025-02-03 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
SPY
×
+1.73%
2025-02-03
10.98 TRR
2025-02-03
SPDR S&P 500 ETF Trust 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
SPY
×
+24.63%
+23.37%/yr
+22.49%/yr
(R2=0.918)
SPDR S&P 500 ETF Trust 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
SPY
×
$10,000.00
2024-01-17
$12,463.41
2025-02-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year YMAX SPY
2025 (YTD) +1.11% +1.73%
2024 +23.01% +21.39%
2023 +22.09%
2022 −23.15%
2021 +20.27%
2020 +16.74%
2019 +28.29%
2018 −6.35%
2017 +19.18%
2016 +9.73%
2015 +0.50%
2014 +12.61%
2013 +30.35%
2012 +14.02%
2011 −1.05%
2010 +13.36%
2009 +23.01%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.36%
2004 +7.20%
2003 +25.81%
2002 −23.41%
2001 −13.11%
2000 −12.71%
1999 +17.24%
1998 +26.66%
1997 +31.24%
1996 +18.56%
1995 +34.64%
1994 −2.23%
1993 +6.30%

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
SPY
×
−2.05% −8.47%
2024-08-05
SPDR S&P 500 ETF Trust Exchange-Traded Fund