All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Tue 2024-01-30? to Fri 2025-09-05 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
+3.09%
2025-09-05 |
5.107 TR
2025-09-05 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
YMAX × |
+9.83%
2025-09-05 |
1.387 TR
2025-09-05 |
||||
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
YMAG × |
+9.70%
2025-09-05 |
1.492 TR
2025-09-05 |
||||
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund | ||||||
Tue 2024-01-30? to Fri 2025-09-05 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+13.52%
+8.26%/yr |
+6.37%/yr
(R2=0.372) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
YMAX × |
+34.62%
+20.43%/yr |
+15.93%/yr
(R2=0.599) |
||||
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
YMAG × |
+49.25%
+28.46%/yr |
+19.34%/yr
(R2=0.642) |
||||
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund | ||||||
Tue 2024-01-30? to Fri 2025-09-05 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2024-01-30 |
$11,352.43
2025-09-05 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
YMAX × |
$10,000.00
2024-01-30 |
$13,461.68
2025-09-05 |
||||
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
YMAG × |
$10,000.00
2024-01-30 |
$14,924.79
2025-09-05 |
||||
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund | ||||||
Year | SCHD | YMAX | YMAG |
---|---|---|---|
2025 (YTD) | +3.09% | +9.83% | +9.70% |
2024 | +11.66% | +26.26% | +36.05% |
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% | — | — |
Tue 2024-01-30? to Fri 2025-09-05 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −3.74% |
−16.13%
2025-04-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
YMAX × | −3.93% |
−25.56%
2025-04-08 |
||||
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
YMAG × | −0.32% |
−25.96%
2025-04-08 |
||||
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund | ||||||