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

Total Real Returns

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

Thu 2024-02-29? 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
ULTY
×
−16.75%
2025-04-15
0.8229 TRR
2025-04-15
Tidal Trust II Exchange-Traded Fund

Returns

Thu 2024-02-29? to Tue 2025-04-15 Overall
Return
Exponential
Trendline
SCHD
×
−0.31%
−0.28%/yr
+9.21%/yr
(R2=0.419)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−2.95%
−2.63%/yr
+8.71%/yr
(R2=0.191)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−17.71%
−15.90%/yr
−0.89%/yr
(R2=0.002)
Tidal Trust II Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Tue 2025-04-15 Start
Value
End
Value
SCHD
×
$10,000.00
2024-02-29
$9,968.64
2025-04-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
$10,000.00
2024-02-29
$9,704.99
2025-04-15
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
$10,000.00
2024-02-29
$8,229.28
2025-04-15
Tidal Trust II Exchange-Traded Fund

Annual Returns

Year SCHD YMAX ULTY
2025 (YTD) −7.39% −13.13% −16.75%
2024 +8.54% +23.08% −1.15%
2023 +1.16%
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

Thu 2024-02-29? 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
ULTY
×
−21.49% −27.64%
2025-04-08
Tidal Trust II Exchange-Traded Fund