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 Thu 2026-05-28 YTD
Return
1 Year
Return
SCHD
×
+16.40%
2026-05-28
+25.24%
2026-05-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
+2.93%
2026-05-28
+6.99%
2026-05-28
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+3.44%
2026-05-28
+24.59%
2026-05-28
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
+7.83%
2026-05-28
+1.16%
2026-05-28
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−20.47%
2026-05-28
−38.23%
2026-05-28
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
−0.96%
2026-05-28
+21.43%
2026-05-28
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-29💬 to Thu 2026-05-28 Overall
Return
Exponential
Trendline
SCHD
×
+27.34%
+11.38%/yr
+7.10%/yr
(R2=0.478)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
+18.78%
+7.98%/yr
+7.13%/yr
(R2=0.283)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+47.78%
+19.03%/yr
+17.36%/yr
(R2=0.746)
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−1.50%
−0.67%/yr
+1.15%/yr
(R2=0.009)
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−37.58%
−18.96%/yr
−22.13%/yr
(R2=0.437)
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
+53.21%
+20.96%/yr
+28.46%/yr
(R2=0.629)
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29💬 to Thu 2026-05-28 Start
Value
End
Value
SCHD
×
$10,000.00
2024-02-29
$12,734.05
2026-05-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
$10,000.00
2024-02-29
$11,878.20
2026-05-28
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
$10,000.00
2024-02-29
$14,777.64
2026-05-28
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
$10,000.00
2024-02-29
$9,849.84
2026-05-28
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
$10,000.00
2024-02-29
$6,242.14
2026-05-28
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
$10,000.00
2024-02-29
$15,321.44
2026-05-28
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SCHD YMAX YMAG ULTY CONY TSLY
2026 (YTD) +16.40% +2.93% +3.44% +7.83% −20.47% −0.96%
2025 +1.62% +3.27% +14.06% −7.59% −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 +18.35%
2016 +14.09%
2015 −1.02%
2014 +10.85%
2013 +30.91%
2012 +9.50%
2011 +5.72%

Drawdowns

Thu 2024-02-29💬 to Thu 2026-05-28 Current
Drawdown
Worst
Drawdown
SCHD
×
−0.67%
from 2026-05-22 peak
−17.32%
2025-04-08
from 2024-11-29 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−8.57%
from 2025-10-08 peak
−27.34%
2026-03-30
from 2025-10-08 peak
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
−27.00%
2025-04-08
from 2024-12-17 peak
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−12.93%
from 2025-10-09 peak
−27.64%
2025-04-08
from 2024-12-06 peak
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−60.80%
from 2024-12-06 peak
−68.48%
2026-02-12
from 2024-12-06 peak
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
−7.39%
from 2025-12-22 peak
−50.11%
2025-03-10
from 2024-12-17 peak
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-05-28 1
Year
2
Years
3
Years
5
Years
10
Years
SCHD
×
+25.24% +28.19%
+13.23%/yr
+41.47%
+12.23%/yr
+22.41%
+4.13%/yr
+141.75%
+9.23%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
+6.99% +16.21%
+7.81%/yr
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+24.59% +39.49%
+18.12%/yr
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
+1.16% +7.51%
+3.69%/yr
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−38.23% −51.69%
−30.51%/yr
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
+21.43% +67.66%
+29.51%/yr
+48.47%
+14.05%/yr
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund