All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

MSTY,SCHD,XDTE,QDTE: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2024-03-07? to Fri 2025-05-16 YTD
Return
TRR
Price
MSTY
×
+26.39%
2025-05-16
3.726 TRR
2025-05-16
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SCHD
×
−3.45%
2025-05-16
3.434 TRR
2025-05-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
−4.20%
2025-05-16
1.098 TRR
2025-05-16
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
−3.55%
2025-05-16
1.102 TRR
2025-05-16
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Fri 2025-05-16 Overall
Return
Exponential
Trendline
MSTY
×
+150.11%
+115.92%/yr
+105.87%/yr
(R2=0.696)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SCHD
×
+2.62%
+2.20%/yr
+5.44%/yr
(R2=0.168)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
+9.79%
+8.16%/yr
+9.89%/yr
(R2=0.266)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
+10.23%
+8.52%/yr
+10.41%/yr
(R2=0.241)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Fri 2025-05-16 Start
Value
End
Value
MSTY
×
$10,000.00
2024-03-07
$25,010.93
2025-05-16
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2024-03-07
$10,262.35
2025-05-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$10,979.21
2025-05-16
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
$10,000.00
2024-03-07
$11,022.69
2025-05-16
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTY SCHD XDTE QDTE
2025 (YTD) +26.39% −3.45% −4.20% −3.55%
2024 +194.76% +8.55% +14.60% +14.29%
2023 +1.16%
2022 −9.13%
2021 +21.31%
2020 +13.46%
2019 +24.44%
2018 −7.30%
2017 +18.38%
2016 +14.05%
2015 −1.00%
2014 +10.82%
2013 +30.92%
2012 +9.49%
2011 +5.73%

Drawdowns

Thu 2024-03-07? to Fri 2025-05-16 Current
Drawdown
Worst
Drawdown
MSTY
×
−8.40% −41.54%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SCHD
×
−9.86% −17.32%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
−7.82% −20.02%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
−8.37% −23.51%
2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund