All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2024-01-30? 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 | ||||||
YMAG × |
−16.62%
2025-04-15 |
1.109 TRR
2025-04-15 |
||||
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund | ||||||
Tue 2024-01-30? to Tue 2025-04-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
−0.35%
−0.29%/yr |
+9.50%/yr
(R2=0.486) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
YMAX × |
+4.06%
+3.35%/yr |
+10.06%/yr
(R2=0.271) |
||||
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
YMAG × |
+10.86%
+8.91%/yr |
+18.85%/yr
(R2=0.491) |
||||
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund | ||||||
Tue 2024-01-30? to Tue 2025-04-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2024-01-30 |
$9,964.73
2025-04-15 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
YMAX × |
$10,000.00
2024-01-30 |
$10,405.52
2025-04-15 |
||||
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
YMAG × |
$10,000.00
2024-01-30 |
$11,085.63
2025-04-15 |
||||
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund | ||||||
Year | SCHD | YMAX | YMAG |
---|---|---|---|
2025 (YTD) | −7.39% | −13.13% | −16.62% |
2024 | +8.54% | +23.08% | +32.95% |
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% | — | — |
Tue 2024-01-30? 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 | ||||||
YMAG × | −20.20% |
−26.97%
2025-04-08 |
||||
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund | ||||||