Performance analysis of APLY (YIELDMAX(R) AAPL OPTION INCOME STRATEGY ETF)
Annual Return
Over the past 3 years, APLY has had an average annual return of +11.89%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Apr 18, 2023, APLY has had an average annual return of +14.31%, underperforming the benchmark SPY, which returned +22.61% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.44% | +4.86% | +18.70% | +11.56% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.13% | +0.63% | -2.07% | +4.74% | +11.11% | -0.47% | +9.44% | ||||||
| 2025 | -5.36% | +2.27% | -7.02% | -3.42% | -4.10% | +1.38% | +2.79% | +8.67% | +5.15% | +4.12% | +3.62% | -2.08% | +4.86% |
| 2024 | -3.33% | -1.04% | -2.55% | +0.35% | +6.47% | +5.58% | +1.36% | +3.19% | +2.39% | -3.04% | +5.38% | +3.15% | +18.70% |
| 2023 | +1.32% | +5.29% | +7.26% | +2.05% | -6.93% | -8.06% | +1.02% | +8.33% | +2.01% | +11.56% |
Drawdown analysis of APLY (YIELDMAX(R) AAPL OPTION INCOME STRATEGY ETF)
The maximum drawdown for the APLY was -30.32%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.
The current APLY drawdown is -0.93%.
Since Apr 18, 2023 APLY has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.32% | Dec 26, 2024 | 69 | Apr 8, 2025 | 139 | Oct 27, 2025 | 208 |
| -15.77% | Jul 31, 2023 | 62 | Oct 26, 2023 | 160 | Jun 17, 2024 | 222 |
| -11.70% | Dec 2, 2025 | 74 | Mar 20, 2026 | 33 | May 7, 2026 | 107 |
| -9.44% | Jul 16, 2024 | 15 | Aug 6, 2024 | 38 | Sep 30, 2024 | 53 |
| -4.68% | Oct 22, 2024 | 8 | Nov 1, 2024 | 16 | Nov 25, 2024 | 24 |
| -4.12% | Sep 30, 2024 | 5 | Oct 7, 2024 | 6 | Oct 15, 2024 | 11 |
| -3.18% | Jun 17, 2024 | 3 | Jun 21, 2024 | 4 | Jun 27, 2024 | 7 |
| -2.50% | Jun 30, 2023 | 6 | Jul 11, 2023 | 4 | Jul 17, 2023 | 10 |
| -2.42% | Nov 11, 2025 | 7 | Nov 20, 2025 | 2 | Nov 24, 2025 | 9 |
| -2.03% | May 1, 2023 | 3 | May 4, 2023 | 1 | May 5, 2023 | 4 |
| -1.99% | May 28, 2026 | 2 | Jun 1, 2026 | 1 | Jun 2, 2026 | 3 |
| -1.71% | Jun 2, 2023 | 3 | Jun 7, 2023 | 3 | Jun 12, 2023 | 6 |
| -1.66% | May 19, 2023 | 3 | May 24, 2023 | 2 | May 26, 2023 | 5 |
| -1.56% | Dec 17, 2024 | 1 | Dec 18, 2024 | 2 | Dec 20, 2024 | 3 |
| -1.49% | Apr 19, 2023 | 4 | Apr 25, 2023 | 2 | Apr 27, 2023 | 6 |
| -1.10% | Oct 15, 2024 | 1 | Oct 16, 2024 | 2 | Oct 18, 2024 | 3 |
| -1.09% | Jul 19, 2023 | 2 | Jul 21, 2023 | 3 | Jul 26, 2023 | 5 |
| -1.07% | May 10, 2023 | 3 | May 15, 2023 | 3 | May 18, 2023 | 6 |
| -0.94% | Oct 30, 2025 | 1 | Oct 31, 2025 | 7 | Nov 11, 2025 | 8 |
| -0.93% | Jun 2, 2026 | 1 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -0.93% | Jun 27, 2024 | 1 | Jun 28, 2024 | 1 | Jul 1, 2024 | 2 |
| -0.80% | Jul 10, 2024 | 1 | Jul 11, 2024 | 1 | Jul 12, 2024 | 2 |
| -0.75% | May 5, 2023 | 2 | May 9, 2023 | 1 | May 10, 2023 | 3 |
| -0.67% | Jul 26, 2023 | 1 | Jul 27, 2023 | 1 | Jul 28, 2023 | 2 |
| -0.62% | Jun 12, 2023 | 1 | Jun 13, 2023 | 2 | Jun 15, 2023 | 3 |