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

Total Real Returns

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

Wed 2024-01-17? to Fri 2025-06-13 YTD
Return
TR
Price
SPLG
×
+2.19%
2025-06-13
7.087 TR
2025-06-13
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
YMAX
×
+2.62%
2025-06-13
1.296 TR
2025-06-13
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SCHD
×
−0.65%
2025-06-13
4.921 TR
2025-06-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PBR
×
+3.89%
2025-06-13
12.53 TR
2025-06-13
Petroleo Brasileiro Petrobras SA ADR NYSE Common Stock

Returns

Wed 2024-01-17? to Fri 2025-06-13 Overall
Return
Exponential
Trendline
SPLG
×
+28.49%
+19.54%/yr
+14.42%/yr
(R2=0.630)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
YMAX
×
+29.58%
+20.26%/yr
+12.34%/yr
(R2=0.430)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SCHD
×
+12.23%
+8.56%/yr
+7.73%/yr
(R2=0.378)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PBR
×
+1.99%
+1.41%/yr
−4.97%/yr
(R2=0.106)
Petroleo Brasileiro Petrobras SA ADR NYSE Common Stock

Growth of $10,000

Wed 2024-01-17? to Fri 2025-06-13 Start
Value
End
Value
SPLG
×
$10,000.00
2024-01-17
$12,849.02
2025-06-13
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
YMAX
×
$10,000.00
2024-01-17
$12,958.16
2025-06-13
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SCHD
×
$10,000.00
2024-01-17
$11,223.16
2025-06-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PBR
×
$10,000.00
2024-01-17
$10,199.16
2025-06-13
Petroleo Brasileiro Petrobras SA ADR NYSE Common Stock

Annual Returns

Year SPLG YMAX SCHD PBR
2025 (YTD) +2.19% +2.62% −0.65% +3.89%
2024 +25.00% +26.28% +11.66% −2.26%
2023 +26.25% +4.54% +89.38%
2022 −18.10% −3.26% +55.79%
2021 +28.78% +29.87% +19.96%
2020 +18.49% +15.03% −27.05%
2019 +31.99% +27.29% +24.57%
2018 −4.78% −5.56% +27.62%
2017 +21.30% +20.85% +1.78%
2016 +11.82% +16.45% +135.11%
2015 +1.15% −0.30% −41.10%
2014 +13.69% +11.69% −45.10%
2013 +33.17% +32.88% −28.24%
2012 +15.16% +11.39% −19.89%
2011 +1.71% +5.31% −32.17%
2010 +15.89% −18.13%
2009 +27.23% +100.58%
2008 −36.90% −55.69%
2007 +5.74% +131.64%
2006 +14.54% +51.07%
2005 +2.07% +84.77%
2004 +49.53%
2003 +119.70%
2002 −29.74%
2001 +4.02%
2000 −11.78%

Drawdowns

Wed 2024-01-17? to Fri 2025-06-13 Current
Drawdown
Worst
Drawdown
SPLG
×
−2.29% −18.72%
2025-04-08
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
YMAX
×
−4.04% −25.55%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SCHD
×
−7.23% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PBR
×
−11.80% −25.93%
2025-04-16
Petroleo Brasileiro Petrobras SA ADR NYSE Common Stock