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

Wed 2024-01-17? to Fri 2025-12-12	YTD Return	TRR Price
SCHD ×	+1.69% 2025-12-12	3.617 TRR 2025-12-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX ×	+4.77% 2025-12-12	1.29 TRR 2025-12-12
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

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Returns

Wed 2024-01-17? to Fri 2025-12-12	Overall Return	Exponential Trendline
SCHD ×	+12.02% +6.15%/yr	+2.99%/yr (R2=0.167)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX ×	+29.02% +14.33%/yr	+14.27%/yr (R2=0.638)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

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Growth of $10,000

Wed 2024-01-17? to Fri 2025-12-12	Start Value	End Value
SCHD ×	$10,000.00 2024-01-17	$11,201.94 2025-12-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX ×	$10,000.00 2024-01-17	$12,902.44 2025-12-12
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

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Annual Returns

Year	SCHD	YMAX
2025 (YTD)	+1.69%	+4.77%
2024	+8.53%	+23.15%
2023	+1.17%	—
2022	−9.13%	—
2021	+21.35%	—
2020	+13.48%	—
2019	+24.43%	—
2018	−7.33%	—
2017	+18.32%	—
2016	+14.15%	—
2015	−1.09%	—
2014	+10.86%	—
2013	+30.94%	—
2012	+9.49%	—
2011	+5.72%	—

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Drawdowns

Wed 2024-01-17? to Fri 2025-12-12	Current Drawdown	Worst Drawdown
SCHD ×	−5.08%	−17.32% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX ×	−9.76%	−26.64% 2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund