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

Total Real Returns

SCHD,YMAX,YMAG: Total Return Chart (with Dividends Reinvested)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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