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

Total Real Returns

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

Tue 2024-01-30? to Mon 2025-04-14 YTD
Return
TRR
Price
SCHD
×
−6.77%
2025-04-14
3.316 TRR
2025-04-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−13.74%
2025-04-14
1.062 TRR
2025-04-14
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
−16.46%
2025-04-14
1.11 TRR
2025-04-14
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
CONY
×
−27.95%
2025-04-14
1.565 TRR
2025-04-14
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund

Returns

Tue 2024-01-30? to Mon 2025-04-14 Overall
Return
Exponential
Trendline
SCHD
×
+0.31%
+0.26%/yr
+9.70%/yr
(R2=0.503)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
+3.33%
+2.75%/yr
+10.28%/yr
(R2=0.281)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+11.01%
+9.06%/yr
+19.15%/yr
(R2=0.502)
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
CONY
×
+9.83%
+8.09%/yr
+4.67%/yr
(R2=0.009)
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Mon 2025-04-14 Start
Value
End
Value
SCHD
×
$10,000.00
2024-01-30
$10,031.35
2025-04-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
$10,000.00
2024-01-30
$10,332.52
2025-04-14
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
$10,000.00
2024-01-30
$11,100.92
2025-04-14
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
CONY
×
$10,000.00
2024-01-30
$10,982.75
2025-04-14
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SCHD YMAX YMAG CONY
2025 (YTD) −6.77% −13.74% −16.46% −27.95%
2024 +8.54% +23.08% +32.87% +20.14%
2023 +1.16% +80.78%
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 +9.51%
2011 +5.72%

Drawdowns

Tue 2024-01-30? to Mon 2025-04-14 Current
Drawdown
Worst
Drawdown
SCHD
×
−12.98% −17.30%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−19.37% −26.58%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
−20.09% −26.97%
2025-04-08
YieldMax Magnificent 7 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