All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2024-02-29💬 to Thu 2026-07-30 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+31.05%
+11.85%/yr |
+8.43%/yr
R2=0.579 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| YMAX × |
+9.47%
+3.82%/yr |
+6.33%/yr
R2=0.274 |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| YMAG × |
+35.52%
+13.41%/yr |
+16.94%/yr
R2=0.761 |
||||
| YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| ULTY × |
−7.95%
−3.37%/yr |
+1.83%/yr
R2=0.030 |
||||
| YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund | ||||||
| CONY × |
−42.36%
−20.40%/yr |
−25.38%/yr
R2=0.542 |
||||
| YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund | ||||||
| TSLY × |
+13.53%
+5.40%/yr |
+25.41%/yr
R2=0.608 |
||||
| YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-02-29💬 to Thu 2026-07-30 |
Start
Value |
End
Value |
|---|---|---|
| SCHD × |
$10,000.00
2024-02-29 |
$13,105.32
2026-07-30 |
| YMAX × |
$10,000.00
2024-02-29 |
$10,946.53
2026-07-30 |
| YMAG × |
$10,000.00
2024-02-29 |
$13,551.71
2026-07-30 |
| ULTY × |
$10,000.00
2024-02-29 |
$9,205.13
2026-07-30 |
| CONY × |
$10,000.00
2024-02-29 |
$5,764.13
2026-07-30 |
| TSLY × |
$10,000.00
2024-02-29 |
$11,353.35
2026-07-30 |
| YTD | YoY | |
|---|---|---|
| SCHD × | +19.79% | +24.47% |
| YMAX × | −5.14% | −10.95% |
| YMAG × | −6.40% | +5.35% |
| ULTY × | −1.08% | −14.78% |
| CONY × | −26.56% | −54.48% |
| TSLY × | −26.61% | −0.70% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHD × |
−1.44%
on 2026-07-30 from 2026-07-28 peak |
−17.32%
on 2025-04-08 from 2024-11-29 peak |
| YMAX × |
−15.74%
on 2026-07-30 from 2025-10-08 peak |
−27.34%
on 2026-03-30 from 2025-10-08 peak |
| YMAG × |
−9.31%
on 2026-07-30 from 2026-05-29 peak |
−27.00%
on 2025-04-08 from 2024-12-17 peak |
| ULTY × |
−18.75%
on 2026-07-30 from 2025-10-09 peak |
−27.64%
on 2025-04-08 from 2024-12-06 peak |
| CONY × |
−63.80%
on 2026-07-30 from 2024-12-06 peak |
−68.48%
on 2026-02-12 from 2024-12-06 peak |
| TSLY × |
−31.38%
on 2026-07-30 from 2025-12-22 peak |
−50.11%
on 2025-03-10 from 2024-12-17 peak |
| Period ending Thu 2026-07-30 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHD × | +24.47% |
+22.29% +10.58%/yr |
+35.07% +10.54%/yr |
+28.29% +5.11%/yr |
+136.06% +8.97%/yr |
| YMAX × | −10.95% |
+9.77% +4.77%/yr |
— | — | — |
| YMAG × | +5.35% |
+28.04% +13.16%/yr |
— | — | — |
| ULTY × | −14.78% |
+2.86% +1.42%/yr |
— | — | — |
| CONY × | −54.48% |
−49.14% −28.68%/yr |
— | — | — |
| TSLY × | −0.70% |
+15.41% +7.43%/yr |
−13.63% −4.77%/yr |
— | — |
| Year | SCHD | YMAX | YMAG | ULTY | CONY | TSLY |
|---|---|---|---|---|---|---|
| 2026 (YTD) | +19.79% | −5.14% | −6.40% | −1.08% | −26.56% | −26.61% |
| 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% | — | — | — | — | — |
