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 Mon 2025-12-01 YTD
Return
TRR
Price
SCHD
×
−0.25%
2025-12-01
3.564 TRR
2025-12-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
+3.41%
2025-12-01
1.274 TRR
2025-12-01
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+12.72%
2025-12-01
1.491 TRR
2025-12-01
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−53.49%
2025-12-01
0.2262 TRR
2025-12-01
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
+696.13%
2025-12-01
1.703 TRR
2025-12-01
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
+432.56%
2025-12-01
7.065 TRR
2025-12-01
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-29? to Mon 2025-12-01 Overall
Return
Exponential
Trendline
SCHD
×
+7.88%
+4.41%/yr
+2.20%/yr
(R2=0.083)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
+15.61%
+8.61%/yr
+14.10%/yr
(R2=0.577)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+40.50%
+21.38%/yr
+18.83%/yr
(R2=0.661)
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−77.38%
−57.12%/yr
−52.17%/yr
(R2=0.951)
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−4.02%
−2.31%/yr
+2.21%/yr
(R2=0.006)
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
+670.67%
+220.15%/yr
+32.84%/yr
(R2=0.459)
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Mon 2025-12-01 Start
Value
End
Value
SCHD
×
$10,000.00
2024-02-29
$10,787.62
2025-12-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
$10,000.00
2024-02-29
$11,560.69
2025-12-01
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
$10,000.00
2024-02-29
$14,049.90
2025-12-01
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
$10,000.00
2024-02-29
$2,262.38
2025-12-01
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
$10,000.00
2024-02-29
$9,597.65
2025-12-01
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
$10,000.00
2024-02-29
$77,067.14
2025-12-01
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SCHD YMAX YMAG ULTY CONY TSLY
2025 (YTD) −0.25% +3.41% +12.72% −53.49% +696.13% +432.56%
2024 +8.53% +23.15% +32.89% −50.88% +20.16% +24.26%
2023 +1.16% +80.81% +45.83%
2022 −9.15% −26.79%
2021 +21.32%
2020 +13.50%
2019 +24.46%
2018 −7.32%
2017 +18.36%
2016 +14.10%
2015 −1.08%
2014 +10.85%
2013 +30.96%
2012 +9.49%
2011 +5.72%

Drawdowns

Thu 2024-02-29? to Mon 2025-12-01 Current
Drawdown
Worst
Drawdown
SCHD
×
−6.46% −17.33%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−10.92% −26.61%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
−3.37% −26.99%
2025-04-08
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−78.17% −78.54%
2025-11-20
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−39.72% −51.04%
2025-04-08
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
0.00% −50.11%
2025-03-10
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund