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 Fri 2026-07-10 YTD
Return
1 Year
Return
SCHD
×
+15.59%
2026-07-10
+17.06%
2026-07-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−0.90%
2026-07-10
−5.74%
2026-07-10
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
−1.71%
2026-07-10
+14.20%
2026-07-10
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
+4.57%
2026-07-10
−7.15%
2026-07-10
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−29.97%
2026-07-10
−58.31%
2026-07-10
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
−7.18%
2026-07-10
+28.58%
2026-07-10
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-29💬 to Fri 2026-07-10 Overall
Return
Exponential
Trendline
SCHD
×
+26.46%
+10.46%/yr
+7.91%/yr
(R2=0.548)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
+14.35%
+5.85%/yr
+6.64%/yr
(R2=0.282)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+42.29%
+16.12%/yr
+17.33%/yr
(R2=0.760)
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−2.69%
−1.15%/yr
+2.04%/yr
(R2=0.035)
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−45.03%
−22.40%/yr
−24.65%/yr
(R2=0.512)
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
+43.59%
+16.57%/yr
+26.90%/yr
(R2=0.633)
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29💬 to Fri 2026-07-10 Start
Value
End
Value
SCHD
×
$10,000.00
2024-02-29
$12,645.56
2026-07-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
$10,000.00
2024-02-29
$11,435.37
2026-07-10
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
$10,000.00
2024-02-29
$14,229.41
2026-07-10
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
$10,000.00
2024-02-29
$9,730.74
2026-07-10
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
$10,000.00
2024-02-29
$5,496.78
2026-07-10
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
$10,000.00
2024-02-29
$14,359.36
2026-07-10
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SCHD YMAX YMAG ULTY CONY TSLY
2026 (YTD) +15.59% −0.90% −1.71% +4.57% −29.97% −7.18%
2025 +1.62% +3.27% +15.58% −5.87% −35.88% +10.68%
2024 +8.53% +23.10% +32.93% −1.14% +20.15% +20.02%
2023 +1.16% +80.79% +45.81%
2022 −9.13% −26.78%
2021 +21.34%
2020 +13.48%
2019 +24.45%
2018 −7.33%
2017 +18.34%
2016 +14.09%
2015 −1.02%
2014 +10.85%
2013 +30.91%
2012 +9.49%
2011 +5.73%

Drawdowns

Thu 2024-02-29💬 to Fri 2026-07-10 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.14%
from 2026-05-22 peak
−17.32%
2025-04-08
from 2024-11-29 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−11.98%
from 2025-10-08 peak
−27.34%
2026-03-30
from 2025-10-08 peak
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
−4.77%
from 2026-05-29 peak
−27.00%
2025-04-08
from 2024-12-17 peak
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−14.11%
from 2025-10-09 peak
−27.64%
2025-04-08
from 2024-12-06 peak
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−65.48%
from 2024-12-06 peak
−68.48%
2026-02-12
from 2024-12-06 peak
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
−13.21%
from 2025-12-22 peak
−50.11%
2025-03-10
from 2024-12-17 peak
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-07-10 1
Year
2
Years
3
Years
5
Years
10
Years
SCHD
×
+17.06% +25.38%
+11.97%/yr
+36.03%
+10.80%/yr
+23.52%
+4.32%/yr
+131.56%
+8.76%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−5.74% +9.65%
+4.71%/yr
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+14.20% +21.01%
+10.00%/yr
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−7.15% +1.89%
+0.94%/yr
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−58.31% −53.21%
−31.60%/yr
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
+28.58% +29.22%
+13.67%/yr
+9.76%
+3.15%/yr
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund