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

Total Real Returns

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

Wed 2024-01-17? to Thu 2025-04-17 YTD
Return
TRR
Price
SCHD
×
−7.46%
2025-04-17
3.291 TRR
2025-04-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−15.23%
2025-04-17
1.043 TRR
2025-04-17
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Returns

Wed 2024-01-17? to Thu 2025-04-17 Overall
Return
Exponential
Trendline
SCHD
×
+1.92%
+1.54%/yr
+9.15%/yr
(R2=0.474)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
+4.33%
+3.46%/yr
+10.35%/yr
(R2=0.290)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Thu 2025-04-17 Start
Value
End
Value
SCHD
×
$10,000.00
2024-01-17
$10,192.46
2025-04-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
$10,000.00
2024-01-17
$10,433.33
2025-04-17
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Annual Returns

Year SCHD YMAX
2025 (YTD) −7.46% −15.23%
2024 +8.53% +23.08%
2023 +1.16%
2022 −9.12%
2021 +21.33%
2020 +13.45%
2019 +24.46%
2018 −7.32%
2017 +18.36%
2016 +14.10%
2015 −1.00%
2014 +10.85%
2013 +30.87%
2012 +9.49%
2011 +5.72%

Drawdowns

Wed 2024-01-17? to Thu 2025-04-17 Current
Drawdown
Worst
Drawdown
SCHD
×
−13.60% −17.30%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−20.76% −26.58%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund