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 2026-01-30 YTD
Return
TRR
Price
SCHD
×
+8.48%
2026-01-30
3.921 TRR
2026-01-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−3.42%
2026-01-30
1.228 TRR
2026-01-30
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
−0.21%
2026-01-30
1.513 TRR
2026-01-30
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
+1.47%
2026-01-30
0.9402 TRR
2026-01-30
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−13.64%
2026-01-30
1.203 TRR
2026-01-30
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
−1.86%
2026-01-30
1.392 TRR
2026-01-30
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-29? to Fri 2026-01-30 Overall
Return
Exponential
Trendline
SCHD
×
+18.71%
+9.35%/yr
+3.27%/yr
(R2=0.190)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
+11.46%
+5.81%/yr
+12.85%/yr
(R2=0.587)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+42.55%
+20.29%/yr
+19.76%/yr
(R2=0.730)
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−5.98%
−3.16%/yr
+5.27%/yr
(R2=0.120)
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−32.22%
−18.34%/yr
−11.71%/yr
(R2=0.162)
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
+51.83%
+24.31%/yr
+32.36%/yr
(R2=0.587)
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Fri 2026-01-30 Start
Value
End
Value
SCHD
×
$10,000.00
2024-02-29
$11,871.02
2026-01-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
$10,000.00
2024-02-29
$11,145.58
2026-01-30
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
$10,000.00
2024-02-29
$14,255.06
2026-01-30
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
$10,000.00
2024-02-29
$9,401.78
2026-01-30
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
$10,000.00
2024-02-29
$6,778.43
2026-01-30
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
$10,000.00
2024-02-29
$15,182.95
2026-01-30
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SCHD YMAX YMAG ULTY CONY TSLY
2026 (YTD) +8.48% −3.42% −0.21% +1.47% −13.64% −1.86%
2025 +1.63% +3.27% +14.03% −6.26% −35.89% +10.69%
2024 +8.55% +23.11% +32.96% −1.15% +20.15% +20.04%
2023 +1.14% +80.82% +45.82%
2022 −9.11% −26.80%
2021 +21.30%
2020 +13.51%
2019 +24.46%
2018 −7.32%
2017 +18.30%
2016 +14.07%
2015 −1.02%
2014 +10.84%
2013 +30.96%
2012 +9.49%
2011 +5.73%

Drawdowns

Thu 2024-02-29? to Fri 2026-01-30 Current
Drawdown
Worst
Drawdown
SCHD
×
0.00% −17.32%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−14.23% −26.64%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
−2.24% −27.00%
2025-04-08
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−18.06% −27.64%
2025-04-08
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−57.43% −57.43%
2026-01-30
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
−8.25% −50.12%
2025-03-10
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund