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 Wed 2025-04-30 YTD
Return
TRR
Price
YMAX
×
−8.50%
2025-04-30
1.126 TRR
2025-04-30
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
−6.52%
2025-04-30
10.09 TRR
2025-04-30
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Wed 2024-01-17? to Wed 2025-04-30 Overall
Return
Exponential
Trendline
YMAX
×
+12.59%
+9.67%/yr
+9.23%/yr
(R2=0.249)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
+14.53%
+11.15%/yr
+12.83%/yr
(R2=0.514)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Wed 2025-04-30 Start
Value
End
Value
YMAX
×
$10,000.00
2024-01-17
$11,258.50
2025-04-30
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
$10,000.00
2024-01-17
$11,453.18
2025-04-30
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year YMAX SPY
2025 (YTD) −8.50% −6.52%
2024 +23.04% +21.39%
2023 +22.09%
2022 −23.15%
2021 +20.27%
2020 +16.74%
2019 +28.29%
2018 −6.35%
2017 +19.19%
2016 +9.72%
2015 +0.50%
2014 +12.62%
2013 +30.35%
2012 +14.01%
2011 −1.04%
2010 +13.36%
2009 +23.01%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.82%
2002 −23.41%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.23%
1996 +18.57%
1995 +34.63%
1994 −2.21%
1993 +6.28%

Drawdowns

Wed 2024-01-17? to Wed 2025-04-30 Current
Drawdown
Worst
Drawdown
YMAX
×
−14.47% −26.61%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
−9.76% −19.10%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund