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

Tue 2024-01-30? to Tue 2025-07-08	YTD Return	TR Price
SCHD ×	+1.89% 2025-07-08	5.047 TR 2025-07-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX ×	+9.29% 2025-07-08	1.38 TR 2025-07-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG ×	+0.22% 2025-07-08	1.364 TR 2025-07-08
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund

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Returns

Tue 2024-01-30? to Tue 2025-07-08	Overall Return	Exponential Trendline
SCHD ×	+12.21% +8.34%/yr	+6.84%/yr (R2=0.333)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX ×	+33.97% +22.57%/yr	+12.79%/yr (R2=0.454)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG ×	+36.35% +24.08%/yr	+17.18%/yr (R2=0.522)
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund

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Growth of $10,000

Tue 2024-01-30? to Tue 2025-07-08	Start Value	End Value
SCHD ×	$10,000.00 2024-01-30	$11,221.00 2025-07-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX ×	$10,000.00 2024-01-30	$13,397.48 2025-07-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG ×	$10,000.00 2024-01-30	$13,635.14 2025-07-08
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund

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Annual Returns

Year	SCHD	YMAX	YMAG
2025 (YTD)	+1.89%	+9.29%	+0.22%
2024	+11.66%	+26.28%	+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%	—	—

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Drawdowns

Tue 2024-01-30? to Tue 2025-07-08	Current Drawdown	Worst Drawdown
SCHD ×	−4.85%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX ×	−0.36%	−25.55% 2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG ×	−4.09%	−25.96% 2025-04-08
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund