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 Tue 2025-10-14 YTD
Return
TRR
Price
YMAX
×
+12.87%
2025-10-14
1.39 TRR
2025-10-14
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
+10.66%
2025-10-14
11.94 TRR
2025-10-14
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Wed 2024-01-17? to Tue 2025-10-14 Overall
Return
Exponential
Trendline
YMAX
×
+38.96%
+20.80%/yr
+14.66%/yr
(R2=0.603)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
+35.58%
+19.10%/yr
+13.70%/yr
(R2=0.717)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Tue 2025-10-14 Start
Value
End
Value
YMAX
×
$10,000.00
2024-01-17
$13,895.92
2025-10-14
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
$10,000.00
2024-01-17
$13,557.78
2025-10-14
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year YMAX SPY
2025 (YTD) +12.87% +10.66%
2024 +23.12% +21.39%
2023 +22.09%
2022 −23.14%
2021 +20.27%
2020 +16.74%
2019 +28.29%
2018 −6.35%
2017 +19.18%
2016 +9.73%
2015 +0.50%
2014 +12.62%
2013 +30.35%
2012 +14.01%
2011 −1.04%
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 −23.41%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.66%
1997 +31.24%
1996 +18.56%
1995 +34.64%
1994 −2.22%
1993 +6.30%

Drawdowns

Wed 2024-01-17? to Tue 2025-10-14 Current
Drawdown
Worst
Drawdown
YMAX
×
−2.85% −26.62%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
−1.66% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund