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

Total Real Returns

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

Thu 2024-03-07? to Fri 2025-06-20 YTD
Return
TRR
Price
SCHD
×
−3.30%
2025-06-20
3.439 TRR
2025-06-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QDTE
×
−2.41%
2025-06-20
1.115 TRR
2025-06-20
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY
×
+21.77%
2025-06-20
3.59 TRR
2025-06-20
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Fri 2025-06-20 Overall
Return
Exponential
Trendline
SCHD
×
+2.77%
+2.15%/yr
+3.63%/yr
(R2=0.093)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QDTE
×
+11.54%
+8.86%/yr
+9.62%/yr
(R2=0.252)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY
×
+140.98%
+98.08%/yr
+103.49%/yr
(R2=0.734)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Fri 2025-06-20 Start
Value
End
Value
SCHD
×
$10,000.00
2024-03-07
$10,277.14
2025-06-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QDTE
×
$10,000.00
2024-03-07
$11,153.72
2025-06-20
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY
×
$10,000.00
2024-03-07
$24,098.07
2025-06-20
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SCHD QDTE MSTY
2025 (YTD) −3.30% −2.41% +21.77%
2024 +8.53% +14.29% +194.78%
2023 +1.15%
2022 −9.14%
2021 +21.35%
2020 +13.48%
2019 +24.46%
2018 −7.34%
2017 +18.33%
2016 +14.10%
2015 −1.00%
2014 +10.79%
2013 +30.95%
2012 +9.49%
2011 +5.73%

Drawdowns

Thu 2024-03-07? to Fri 2025-06-20 Current
Drawdown
Worst
Drawdown
SCHD
×
−9.74% −17.31%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QDTE
×
−7.27% −23.49%
2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY
×
−11.76% −41.51%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund