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 Tue 2026-10-27 Overall
Return 		Exponential
Trendline
SCHD × 		+37.66%
+12.77%/yr 		+10.29%/yr
R2=0.679
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX × 		+16.91%
+6.05%/yr 		+6.24%/yr
R2=0.328
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG × 		+47.84%
+15.84%/yr 		+16.21%/yr
R2=0.793
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY × 		−7.34%
−2.83%/yr 		+1.61%/yr
R2=0.030
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY × 		−41.68%
−18.36%/yr 		−25.97%/yr
R2=0.619
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY × 		+39.87%
+13.45%/yr 		+19.97%/yr
R2=0.519
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2024-02-29💬 to Tue 2026-10-27 Start
Value 		End
Value
SCHD × 		$10,000.00
2024-02-29 		$13,765.55
2026-10-27
YMAX × 		$10,000.00
2024-02-29 		$11,690.56
2026-10-27
YMAG × 		$10,000.00
2024-02-29 		$14,784.30
2026-10-27
ULTY × 		$10,000.00
2024-02-29 		$9,265.88
2026-10-27
CONY × 		$10,000.00
2024-02-29 		$5,832.38
2026-10-27
TSLY × 		$10,000.00
2024-02-29 		$13,987.25
2026-10-27

This Year’s Performance

through 2026-10-27

  YTD YoY
SCHD × 		+25.82% +28.74%
YMAX × 		+1.31% −9.25%
YMAG × 		+2.14% +1.84%
ULTY × 		−0.45% −15.14%
CONY × 		−25.70% −49.79%
TSLY × 		−9.59% −9.36%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		−0.84%
on 2026-10-27
from 2026-10-22 peak 		−17.32%
on 2025-04-08
from 2024-11-29 peak
YMAX × 		−10.01%
on 2026-10-27
from 2025-10-08 peak 		−27.34%
on 2026-03-30
from 2025-10-08 peak
YMAG × 		−3.50%
on 2026-10-27
from 2026-10-13 peak 		−27.00%
on 2025-04-08
from 2024-12-17 peak
ULTY × 		−18.21%
on 2026-10-27
from 2025-10-09 peak 		−27.64%
on 2025-04-08
from 2024-12-06 peak
CONY × 		−63.37%
on 2026-10-27
from 2024-12-06 peak 		−68.48%
on 2026-02-12
from 2024-12-06 peak
TSLY × 		−15.46%
on 2026-10-27
from 2025-12-22 peak 		−50.11%
on 2025-03-10
from 2024-12-17 peak

Rolling Returns

Period ending Tue 2026-10-27 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+28.74% +25.25%
+11.91%/yr 		+60.02%
+16.97%/yr 		+33.91%
+6.01%/yr 		+153.88%
+9.76%/yr
YMAX × 		−9.25% +12.88%
+6.24%/yr 		— — —
YMAG × 		+1.84% +28.19%
+13.22%/yr 		— — —
ULTY × 		−15.14% −1.43%
−0.72%/yr 		— — —
CONY × 		−49.79% −44.31%
−25.38%/yr 		+6.04%
+1.97%/yr 		— —
TSLY × 		−9.36% +34.77%
+16.09%/yr 		+39.90%
+11.84%/yr 		— —

Annual Returns

Year SCHD YMAX YMAG ULTY CONY TSLY
2026 (YTD) +25.82% +1.31% +2.14% −0.45% −25.70% −9.59%
2025 +1.62% +3.27% +15.56% −5.85% −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 +5.72% — — — — —