All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

MSTY,SCHD,XDTE,RDTE,QDTE: Total Return Chart (with Dividends Reinvested)

Tue 2024-09-10? to Fri 2026-04-10 YTD
Return
TR
Price
MSTY
×
−11.00%
2026-04-10
1.531 TR
2026-04-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SCHD
×
+12.35%
2026-04-10
5.807 TR
2026-04-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
+0.32%
2026-04-10
1.315 TR
2026-04-10
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
RDTE
×
+5.06%
2026-04-10
1.242 TR
2026-04-10
Roundhill ETF Trust - Roundhill Small Cap 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
−0.41%
2026-04-10
1.37 TR
2026-04-10
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Returns

Tue 2024-09-10? to Fri 2026-04-10 Overall
Return
Exponential
Trendline
MSTY
×
−9.89%
−6.38%/yr
−29.61%/yr
(R2=0.236)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SCHD
×
+17.80%
+10.93%/yr
+7.53%/yr
(R2=0.318)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
+20.77%
+12.69%/yr
+11.67%/yr
(R2=0.540)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
RDTE
×
+24.16%
+14.68%/yr
+10.71%/yr
(R2=0.381)
Roundhill ETF Trust - Roundhill Small Cap 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
+30.79%
+18.52%/yr
+17.42%/yr
(R2=0.624)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Growth of $10,000

Tue 2024-09-10? to Fri 2026-04-10 Start
Value
End
Value
MSTY
×
$10,000.00
2024-09-10
$9,010.61
2026-04-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2024-09-10
$11,779.94
2026-04-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
$10,000.00
2024-09-10
$12,076.99
2026-04-10
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
RDTE
×
$10,000.00
2024-09-10
$12,416.45
2026-04-10
Roundhill ETF Trust - Roundhill Small Cap 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
$10,000.00
2024-09-10
$13,079.36
2026-04-10
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTY SCHD XDTE RDTE QDTE
2026 (YTD) −11.00% +12.35% +0.32% +5.06% −0.41%
2025 −42.70% +4.34% +12.60% +8.61% +18.52%
2024 +200.20% +11.66% +16.38% +8.81% +16.09%
2023 +4.54%
2022 −3.26%
2021 +29.87%
2020 +15.03%
2019 +27.29%
2018 −5.56%
2017 +20.85%
2016 +16.45%
2015 −0.30%
2014 +11.69%
2013 +32.88%
2012 +11.39%
2011 +5.31%

Drawdowns

Tue 2024-09-10? to Fri 2026-04-10 Current
Drawdown
Worst
Drawdown
MSTY
×
−65.01% −71.79%
2026-02-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SCHD
×
−3.27% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
−2.18% −19.09%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
RDTE
×
−2.16% −24.91%
2025-04-10
Roundhill ETF Trust - Roundhill Small Cap 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
−3.52% −22.86%
2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund