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