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

Total Real Returns

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

Thu 2024-02-29? 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
ULTY
×
−17.61%
2025-04-14
0.8145 TRR
2025-04-14
Tidal Trust II Exchange-Traded Fund

Returns

Thu 2024-02-29? to Mon 2025-04-14 Overall
Return
Exponential
Trendline
SCHD
×
+0.35%
+0.31%/yr
+9.43%/yr
(R2=0.438)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−3.63%
−3.24%/yr
+8.95%/yr
(R2=0.200)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+4.61%
+4.10%/yr
+17.45%/yr
(R2=0.414)
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−18.55%
−16.70%/yr
−0.65%/yr
(R2=0.001)
Tidal Trust II Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Mon 2025-04-14 Start
Value
End
Value
SCHD
×
$10,000.00
2024-02-29
$10,035.28
2025-04-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
$10,000.00
2024-02-29
$9,636.91
2025-04-14
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
$10,000.00
2024-02-29
$10,461.10
2025-04-14
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
$10,000.00
2024-02-29
$8,145.31
2025-04-14
Tidal Trust II Exchange-Traded Fund

Annual Returns

Year SCHD YMAX YMAG ULTY
2025 (YTD) −6.77% −13.74% −16.46% −17.61%
2024 +8.54% +23.08% +32.87% −1.14%
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 +9.51%
2011 +5.72%

Drawdowns

Thu 2024-02-29? 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
ULTY
×
−22.31% −27.64%
2025-04-08
Tidal Trust II Exchange-Traded Fund