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

Total Real Returns

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

Growth of $10,000

Thu 2024-02-29💬 to Fri 2026-09-11 Overall
Return 		Exponential
Trendline
SCHD × 		+33.68%
+12.14%/yr 		+9.68%/yr
R2=0.632
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX × 		+16.48%
+6.21%/yr 		+6.16%/yr
R2=0.292
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG × 		+46.09%
+16.15%/yr 		+16.43%/yr
R2=0.773
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY × 		−2.55%
−1.02%/yr 		+1.72%/yr
R2=0.030
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY × 		−37.85%
−17.12%/yr 		−26.20%/yr
R2=0.590
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY × 		+28.39%
+10.37%/yr 		+22.13%/yr
R2=0.546
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2024-02-29💬 to Fri 2026-09-11 Start
Value 		End
Value
SCHD × 		$10,000.00
2024-02-29 		$13,367.92
2026-09-11
YMAX × 		$10,000.00
2024-02-29 		$11,647.66
2026-09-11
YMAG × 		$10,000.00
2024-02-29 		$14,609.11
2026-09-11
ULTY × 		$10,000.00
2024-02-29 		$9,744.78
2026-09-11
CONY × 		$10,000.00
2024-02-29 		$6,214.59
2026-09-11
TSLY × 		$10,000.00
2024-02-29 		$12,838.71
2026-09-11

This Year’s Performance

through 2026-09-11

  YTD YoY
SCHD × 		+22.19% +23.41%
YMAX × 		+0.94% −4.49%
YMAG × 		+0.91% +7.94%
ULTY × 		+4.72% −9.05%
CONY × 		−20.83% −43.17%
TSLY × 		−17.01% +0.44%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		−3.26%
on 2026-09-11
from 2026-08-24 peak 		−17.32%
on 2025-04-08
from 2024-11-29 peak
YMAX × 		−10.35%
on 2026-09-11
from 2025-10-08 peak 		−27.35%
on 2026-03-30
from 2025-10-08 peak
YMAG × 		−2.23%
on 2026-09-11
from 2026-05-29 peak 		−27.00%
on 2025-04-08
from 2024-12-17 peak
ULTY × 		−13.98%
on 2026-09-11
from 2025-10-09 peak 		−27.64%
on 2025-04-08
from 2024-12-06 peak
CONY × 		−60.97%
on 2026-09-11
from 2024-12-06 peak 		−68.48%
on 2026-02-12
from 2024-12-06 peak
TSLY × 		−22.40%
on 2026-09-11
from 2025-12-22 peak 		−50.11%
on 2025-03-10
from 2024-12-17 peak

Rolling Returns

Period ending Fri 2026-09-11 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+23.41% +25.30%
+11.94%/yr 		+42.00%
+12.40%/yr 		+31.41%
+5.61%/yr 		+146.83%
+9.46%/yr
YMAX × 		−4.49% +20.72%
+9.87%/yr 		— — —
YMAG × 		+7.94% +36.04%
+16.64%/yr 		— — —
ULTY × 		−9.05% +12.71%
+6.16%/yr 		— — —
CONY × 		−43.17% −27.82%
−15.04%/yr 		+5.52%
+1.81%/yr 		— —
TSLY × 		+0.44% +35.03%
+16.20%/yr 		+3.93%
+1.29%/yr 		— —

Annual Returns

Year SCHD YMAX YMAG ULTY CONY TSLY
2026 (YTD) +22.19% +0.94% +0.91% +4.72% −20.83% −17.01%
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% — — — — —