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

Total Real Returns

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

Thu 2024-02-22? to Mon 2025-05-05 YTD
Return
TR
Price
SCHD
×
−4.71%
2025-05-05
4.72 TR
2025-05-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MSTY
×
+25.42%
2025-05-05
3.765 TR
2025-05-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Mon 2025-05-05 Overall
Return
Exponential
Trendline
SCHD
×
+4.11%
+3.42%/yr
+9.24%/yr
(R2=0.403)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MSTY
×
+276.50%
+202.09%/yr
+117.62%/yr
(R2=0.714)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Mon 2025-05-05 Start
Value
End
Value
SCHD
×
$10,000.00
2024-02-22
$10,411.41
2025-05-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MSTY
×
$10,000.00
2024-02-22
$37,650.26
2025-05-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SCHD MSTY
2025 (YTD) −4.71% +25.42%
2024 +11.66% +200.20%
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

Thu 2024-02-22? to Mon 2025-05-05 Current
Drawdown
Worst
Drawdown
SCHD
×
−11.02% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MSTY
×
−9.11% −40.82%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund