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

Total Real Returns

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

Wed 2024-01-17? to Tue 2025-04-15 YTD
Return
TRR
Price
SCHD
×
−7.39%
2025-04-15
3.293 TRR
2025-04-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−13.13%
2025-04-15
1.069 TRR
2025-04-15
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
CONY
×
−27.95%
2025-04-15
1.565 TRR
2025-04-15
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund

Returns

Wed 2024-01-17? to Tue 2025-04-15 Overall
Return
Exponential
Trendline
SCHD
×
+1.96%
+1.58%/yr
+9.55%/yr
(R2=0.509)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
+6.92%
+5.53%/yr
+10.83%/yr
(R2=0.313)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
CONY
×
+7.63%
+6.09%/yr
+9.07%/yr
(R2=0.032)
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Tue 2025-04-15 Start
Value
End
Value
SCHD
×
$10,000.00
2024-01-17
$10,196.47
2025-04-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
$10,000.00
2024-01-17
$10,691.67
2025-04-15
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
CONY
×
$10,000.00
2024-01-17
$10,763.12
2025-04-15
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SCHD YMAX CONY
2025 (YTD) −7.39% −13.13% −27.95%
2024 +8.54% +23.08% +20.12%
2023 +1.16% +80.80%
2022 −9.15%
2021 +21.33%
2020 +13.51%
2019 +24.47%
2018 −7.33%
2017 +18.29%
2016 +14.10%
2015 −1.00%
2014 +10.85%
2013 +30.89%
2012 +9.49%
2011 +5.72%

Drawdowns

Wed 2024-01-17? to Tue 2025-04-15 Current
Drawdown
Worst
Drawdown
SCHD
×
−13.56% −17.30%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−18.80% −26.58%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
CONY
×
−44.63% −51.04%
2025-04-08
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund