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 2024-10-23 YTD
Return
TRR
Price
YMAX
×
+12.25%
2024-10-23
1.122 TRR
2024-10-23
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
+19.50%
2024-10-23
10.6 TRR
2024-10-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Wed 2024-01-17? to Wed 2024-10-23 Overall
Return
Exponential
Trendline
YMAX
×
+12.25%
+16.27%/yr
+6.19%/yr
(R2=0.153)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
+20.36%
+27.35%/yr
+21.84%/yr
(R2=0.852)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Wed 2024-10-23 Start
Value
End
Value
YMAX
×
$10,000.00
2024-01-17
$11,224.89
2024-10-23
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
$10,000.00
2024-01-17
$12,036.02
2024-10-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year YMAX SPY
2024 (YTD) +12.25% +19.50%
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 +12.61%
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 +7.20%
2003 +25.81%
2002 −23.41%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.56%
1995 +34.62%
1994 −2.21%
1993 +6.29%

Drawdowns

Wed 2024-01-17? to Wed 2024-10-23 Current
Drawdown
Worst
Drawdown
YMAX
×
−3.29% −12.84%
2024-08-05
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPY
×
−1.16% −8.47%
2024-08-05
SPDR S&P 500 ETF Trust Exchange-Traded Fund