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

Total Real Returns

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

Tue 2024-09-10? to Tue 2025-07-15 YTD
Return
TR
Price
MSTY
×
+42.80%
2025-07-15
4.287 TR
2025-07-15
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
ULTY
×
+12.53%
2025-07-15
1.131 TR
2025-07-15
Tidal Trust II Exchange-Traded Fund
SCHD
×
+0.21%
2025-07-15
4.964 TR
2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
+2.08%
2025-07-15
1.188 TR
2025-07-15
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
RDTE
×
−0.72%
2025-07-15
1.08 TR
2025-07-15
Roundhill ETF Trust - Roundhill Small Cap 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Returns

Tue 2024-09-10? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
MSTY
×
+152.31%
+199.67%/yr
+90.22%/yr
(R2=0.496)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
ULTY
×
+30.24%
+36.80%/yr
+4.23%/yr
(R2=0.017)
Tidal Trust II Exchange-Traded Fund
SCHD
×
+0.70%
+0.83%/yr
−7.23%/yr
(R2=0.297)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
+9.13%
+10.92%/yr
−4.55%/yr
(R2=0.062)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
RDTE
×
+8.03%
+9.60%/yr
−9.26%/yr
(R2=0.147)
Roundhill ETF Trust - Roundhill Small Cap 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Growth of $10,000

Tue 2024-09-10? to Tue 2025-07-15 Start
Value
End
Value
MSTY
×
$10,000.00
2024-09-10
$25,230.62
2025-07-15
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
ULTY
×
$10,000.00
2024-09-10
$13,024.06
2025-07-15
Tidal Trust II Exchange-Traded Fund
SCHD
×
$10,000.00
2024-09-10
$10,070.23
2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
$10,000.00
2024-09-10
$10,913.46
2025-07-15
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
RDTE
×
$10,000.00
2024-09-10
$10,803.25
2025-07-15
Roundhill ETF Trust - Roundhill Small Cap 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTY ULTY SCHD XDTE RDTE
2025 (YTD) +42.80% +12.53% +0.21% +2.08% −0.72%
2024 +200.20% +0.54% +11.66% +16.38% +8.81%
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 Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
MSTY
×
−0.84% −40.82%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
ULTY
×
0.00% −26.84%
2025-04-08
Tidal Trust II Exchange-Traded Fund
SCHD
×
−6.42% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
−2.14% −19.09%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
RDTE
×
−7.28% −24.91%
2025-04-10
Roundhill ETF Trust - Roundhill Small Cap 0DTE Covered Call Strategy ETF Exchange-Traded Fund