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 Tue 2025-12-23 YTD
Return
TRR
Price
SCHD
×
+1.85%
2025-12-23
3.622 TRR
2025-12-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
+5.15%
2025-12-23
1.294 TRR
2025-12-23
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+15.00%
2025-12-23
1.529 TRR
2025-12-23
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−51.21%
2025-12-23
0.2397 TRR
2025-12-23
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−32.12%
2025-12-23
1.475 TRR
2025-12-23
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
+17.91%
2025-12-23
1.511 TRR
2025-12-23
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-29? to Tue 2025-12-23 Overall
Return
Exponential
Trendline
SCHD
×
+9.63%
+5.20%/yr
+2.48%/yr
(R2=0.113)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
+17.49%
+9.28%/yr
+13.75%/yr
(R2=0.588)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+44.11%
+22.30%/yr
+19.44%/yr
(R2=0.693)
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−76.03%
−54.48%/yr
−52.08%/yr
(R2=0.956)
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−16.90%
−9.70%/yr
−8.58%/yr
(R2=0.086)
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
+64.80%
+31.68%/yr
+31.17%/yr
(R2=0.535)
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Tue 2025-12-23 Start
Value
End
Value
SCHD
×
$10,000.00
2024-02-29
$10,963.38
2025-12-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
$10,000.00
2024-02-29
$11,748.73
2025-12-23
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
$10,000.00
2024-02-29
$14,411.47
2025-12-23
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
$10,000.00
2024-02-29
$2,396.51
2025-12-23
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
$10,000.00
2024-02-29
$8,309.72
2025-12-23
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
$10,000.00
2024-02-29
$16,480.36
2025-12-23
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SCHD YMAX YMAG ULTY CONY TSLY
2025 (YTD) +1.85% +5.15% +15.00% −51.21% −32.12% +17.91%
2024 +8.55% +23.09% +32.98% −50.88% +20.14% +20.03%
2023 +1.14% +80.80% +45.79%
2022 −9.11% −26.77%
2021 +21.31%
2020 +13.46%
2019 +24.46%
2018 −7.32%
2017 +18.38%
2016 +14.08%
2015 −1.02%
2014 +10.85%
2013 +30.88%
2012 +9.49%
2011 +5.73%

Drawdowns

Thu 2024-02-29? to Tue 2025-12-23 Current
Drawdown
Worst
Drawdown
SCHD
×
−4.94% −17.33%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−9.58% −26.61%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
−1.22% −27.02%
2025-04-08
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−76.88% −78.10%
2025-12-17
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−47.81% −56.25%
2025-04-08
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
−0.22% −50.11%
2025-03-10
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund