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

Total Real Returns

SPMO,MSTY,XDTE: Total Return Chart (with Dividends Reinvested)

Thu 2024-03-07? to Tue 2025-07-15 YTD
Return
TR
Price
SPMO
×
+19.11%
2025-07-15
5.059 TR
2025-07-15
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MSTY
×
+42.80%
2025-07-15
4.287 TR
2025-07-15
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
XDTE
×
+2.08%
2025-07-15
1.188 TR
2025-07-15
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
SPMO
×
+41.44%
+29.15%/yr
+25.45%/yr
(R2=0.784)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MSTY
×
+186.94%
+117.67%/yr
+107.19%/yr
(R2=0.772)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
XDTE
×
+18.81%
+13.56%/yr
+10.93%/yr
(R2=0.396)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Tue 2025-07-15 Start
Value
End
Value
SPMO
×
$10,000.00
2024-03-07
$14,143.60
2025-07-15
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MSTY
×
$10,000.00
2024-03-07
$28,693.67
2025-07-15
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$11,881.01
2025-07-15
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Annual Returns

Year SPMO MSTY XDTE
2025 (YTD) +19.11% +42.80% +2.08%
2024 +45.82% +200.20% +16.38%
2023 +17.56%
2022 −10.46%
2021 +22.64%
2020 +28.26%
2019 +25.93%
2018 −0.92%
2017 +27.76%
2016 +7.36%
2015 +2.79%

Drawdowns

Thu 2024-03-07? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
SPMO
×
−0.28% −20.13%
2025-04-04
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MSTY
×
−0.84% −40.82%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
XDTE
×
−2.14% −19.09%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund