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

Total Real Returns

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

Thu 2024-02-29? to Wed 2025-10-29 YTD
Return
TRR
Price
SCHD
×
−2.41%
2025-10-29
3.471 TRR
2025-10-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
+14.25%
2025-10-29
1.406 TRR
2025-10-29
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+16.01%
2025-10-29
1.542 TRR
2025-10-29
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
+10.27%
2025-10-29
1.09 TRR
2025-10-29
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
+3.00%
2025-10-29
2.237 TRR
2025-10-29
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
+11.58%
2025-10-29
1.48 TRR
2025-10-29
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-29? to Wed 2025-10-29 Overall
Return
Exponential
Trendline
SCHD
×
+5.07%
+3.01%/yr
+2.52%/yr
(R2=0.093)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
+27.63%
+15.78%/yr
+14.76%/yr
(R2=0.572)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+45.31%
+25.17%/yr
+18.04%/yr
(R2=0.614)
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
+9.01%
+5.32%/yr
+10.02%/yr
(R2=0.259)
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
+26.09%
+14.94%/yr
+4.39%/yr
(R2=0.020)
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
+61.50%
+33.37%/yr
+29.31%/yr
(R2=0.452)
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Wed 2025-10-29 Start
Value
End
Value
SCHD
×
$10,000.00
2024-02-29
$10,506.88
2025-10-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
$10,000.00
2024-02-29
$12,762.64
2025-10-29
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
$10,000.00
2024-02-29
$14,531.10
2025-10-29
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
$10,000.00
2024-02-29
$10,901.10
2025-10-29
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
$10,000.00
2024-02-29
$12,609.29
2025-10-29
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
$10,000.00
2024-02-29
$16,149.53
2025-10-29
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SCHD YMAX YMAG ULTY CONY TSLY
2025 (YTD) −2.41% +14.25% +16.01% +10.27% +3.00% +11.58%
2024 +8.56% +23.05% +32.91% −1.14% +20.13% +24.27%
2023 +1.16% +80.80% +45.82%
2022 −9.14% −26.78%
2021 +21.34%
2020 +13.49%
2019 +24.39%
2018 −7.29%
2017 +18.34%
2016 +14.05%
2015 −1.00%
2014 +10.88%
2013 +30.86%
2012 +9.49%
2011 +5.74%

Drawdowns

Thu 2024-02-29? to Wed 2025-10-29 Current
Drawdown
Worst
Drawdown
SCHD
×
−8.89% −17.31%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−1.68% −26.60%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
0.00% −26.97%
2025-04-08
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−6.11% −27.67%
2025-04-08
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−20.82% −51.04%
2025-04-08
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
−4.22% −50.11%
2025-03-10
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund