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 2026-03-18 YTD
Return
TRR
Price
SCHD
×
+10.40%
2026-03-18
3.99 TRR
2026-03-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−9.63%
2026-03-18
1.149 TRR
2026-03-18
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
−7.03%
2026-03-18
1.409 TRR
2026-03-18
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−2.15%
2026-03-18
0.8939 TRR
2026-03-18
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−13.01%
2026-03-18
1.211 TRR
2026-03-18
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
−7.27%
2026-03-18
1.315 TRR
2026-03-18
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-29? to Wed 2026-03-18 Overall
Return
Exponential
Trendline
SCHD
×
+20.77%
+9.65%/yr
+5.38%/yr
(R2=0.329)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
+4.29%
+2.07%/yr
+9.73%/yr
(R2=0.414)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+32.77%
+14.84%/yr
+18.61%/yr
(R2=0.737)
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−10.61%
−5.33%/yr
+2.58%/yr
(R2=0.038)
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−31.71%
−16.99%/yr
−17.92%/yr
(R2=0.296)
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
+43.43%
+19.26%/yr
+31.45%/yr
(R2=0.620)
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Wed 2026-03-18 Start
Value
End
Value
SCHD
×
$10,000.00
2024-02-29
$12,077.41
2026-03-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
$10,000.00
2024-02-29
$10,429.29
2026-03-18
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
$10,000.00
2024-02-29
$13,277.08
2026-03-18
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
$10,000.00
2024-02-29
$8,938.97
2026-03-18
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
$10,000.00
2024-02-29
$6,828.67
2026-03-18
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
$10,000.00
2024-02-29
$14,342.52
2026-03-18
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SCHD YMAX YMAG ULTY CONY TSLY
2026 (YTD) +10.40% −9.63% −7.03% −2.15% −13.01% −7.27%
2025 +1.61% +3.28% +13.98% −7.59% −35.89% +10.67%
2024 +8.56% +23.09% +32.98% −1.15% +20.14% +20.02%
2023 +1.13% +80.79% +45.84%
2022 −9.11% −26.80%
2021 +21.31%
2020 +13.51%
2019 +24.47%
2018 −7.33%
2017 +18.29%
2016 +14.13%
2015 −1.01%
2014 +10.85%
2013 +30.86%
2012 +9.49%
2011 +5.73%

Drawdowns

Thu 2024-02-29? to Wed 2026-03-18 Current
Drawdown
Worst
Drawdown
SCHD
×
−4.14% −17.33%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−19.73% −26.61%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
−8.94% −26.97%
2025-04-08
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−20.98% −27.64%
2025-04-08
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−57.12% −68.48%
2026-02-12
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
−13.30% −50.11%
2025-03-10
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund