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 Thu 2025-07-17 YTD
Return
TRR
Price
SCHD
×
−1.09%
2025-07-17
3.518 TRR
2025-07-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
+10.08%
2025-07-17
1.355 TRR
2025-07-17
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
+11.71%
2025-07-17
1.104 TRR
2025-07-17
Tidal Trust II Exchange-Traded Fund

Returns

Thu 2024-02-29? to Thu 2025-07-17 Overall
Return
Exponential
Trendline
SCHD
×
+6.47%
+4.65%/yr
+3.31%/yr
(R2=0.093)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
+22.96%
+16.16%/yr
+9.94%/yr
(R2=0.304)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
+10.44%
+7.46%/yr
+2.04%/yr
(R2=0.012)
Tidal Trust II Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Thu 2025-07-17 Start
Value
End
Value
SCHD
×
$10,000.00
2024-02-29
$10,647.31
2025-07-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
$10,000.00
2024-02-29
$12,295.51
2025-07-17
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
$10,000.00
2024-02-29
$11,044.00
2025-07-17
Tidal Trust II Exchange-Traded Fund

Annual Returns

Year SCHD YMAX ULTY
2025 (YTD) −1.09% +10.08% +11.71%
2024 +8.54% +23.06% −1.14%
2023 +1.16%
2022 −9.13%
2021 +21.31%
2020 +13.52%
2019 +24.42%
2018 −7.33%
2017 +18.39%
2016 +14.03%
2015 −1.00%
2014 +10.86%
2013 +30.89%
2012 +9.49%
2011 +5.73%

Drawdowns

Thu 2024-02-29? to Thu 2025-07-17 Current
Drawdown
Worst
Drawdown
SCHD
×
−7.66% −17.32%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−0.07% −26.63%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
0.00% −27.64%
2025-04-08
Tidal Trust II Exchange-Traded Fund