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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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