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ULTY Total Return Analyzer

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YieldMax Ultra Option Income Strategy ETF — See your real returns after distributions and NAV changes. Real yield: -25.5% (headline: 42.3%).

Price$32.13
Headline Yield42.3%
Real Yield-25.5%
NAV Change (1Y)-47.7%
ULTY Total Return Analyzer

Your REAL Return

-25.3%

$-2,534.93

Distributions Received

$2,232.17

53 payments

NAV Change

-47.7%

$-4,767.10

Current Value

$7,465.07

162.87 shares @ $32.13

Yield Reality Check

Headline yield vs actual yield after NAV change

Headline

42.7%

Real

-25.3%

Distributions vs NAV — ULTY

Blue = share value, green bars = cumulative distributions, green line = total value, dashed = original investment.

ULTY DRIP calculator

Project ULTY returns with DRIP

Pre-filled with live ULTY data. Model 1, 5, or 10-year DRIP returns with after-tax math, adjustable yield assumptions, and Bull/Base/Bear scenarios.

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What does the ULTY total return include?

ULTY total return combines two components: the cumulative distributions you received from ULTY over the holding period, and the change in NAV (share price) across the same window. Many high-yield funds advertise distribution rates that look spectacular in isolation but mask meaningful NAV erosion. The analyzer above shows exactly how much of your ULTY return came from distributions versus price change — a 50% annualized distribution rate paired with a 30% NAV decline is a very different investment than a 50% distribution with flat NAV.

YieldMax Ultra Option Income Strategy ETF (ULTY) is issued by YieldMax. Fund-of-funds holding multiple YieldMax ETFs. Weekly distributions. That strategy directly shapes the gap between headline yield and real yield: option-premium and covered-call funds tend to show large gaps, while traditional dividend ETFs and index funds usually show small ones.

For the detail behind each payment, see the ULTY dividend history. To project how future ULTY distributions compound under DRIP, open the ULTY dividend calculator.