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 2026-02-20 YTD
Return
TRR
Price
SCHD
×
+14.65%
2026-02-20
4.143 TRR
2026-02-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−10.22%
2026-02-20
1.141 TRR
2026-02-20
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
−5.11%
2026-02-20
1.439 TRR
2026-02-20
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
+2.37%
2026-02-20
0.9486 TRR
2026-02-20
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−24.88%
2026-02-20
1.046 TRR
2026-02-20
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
−5.31%
2026-02-20
1.343 TRR
2026-02-20
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-29? to Fri 2026-02-20 Overall
Return
Exponential
Trendline
SCHD
×
+25.44%
+12.15%/yr
+4.33%/yr
(R2=0.255)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
+3.60%
+1.81%/yr
+11.31%/yr
(R2=0.498)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+35.62%
+16.66%/yr
+19.34%/yr
(R2=0.737)
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−5.14%
−2.64%/yr
+4.47%/yr
(R2=0.094)
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−41.04%
−23.45%/yr
−15.32%/yr
(R2=0.229)
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
+46.47%
+21.30%/yr
+32.16%/yr
(R2=0.605)
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Fri 2026-02-20 Start
Value
End
Value
SCHD
×
$10,000.00
2024-02-29
$12,543.65
2026-02-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
$10,000.00
2024-02-29
$10,360.42
2026-02-20
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
$10,000.00
2024-02-29
$13,561.97
2026-02-20
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
$10,000.00
2024-02-29
$9,485.79
2026-02-20
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
$10,000.00
2024-02-29
$5,896.34
2026-02-20
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
$10,000.00
2024-02-29
$14,646.64
2026-02-20
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SCHD YMAX YMAG ULTY CONY TSLY
2026 (YTD) +14.65% −10.22% −5.11% +2.37% −24.88% −5.31%
2025 +1.62% +3.27% +14.06% −6.27% −35.88% +10.68%
2024 +8.52% +23.10% +32.98% −1.14% +20.13% +20.03%
2023 +1.13% +80.78% +45.80%
2022 −9.12% −26.77%
2021 +21.32%
2020 +13.52%
2019 +24.45%
2018 −7.36%
2017 +18.38%
2016 +14.03%
2015 −1.01%
2014 +10.90%
2013 +30.89%
2012 +9.50%
2011 +5.71%

Drawdowns

Thu 2024-02-29? to Fri 2026-02-20 Current
Drawdown
Worst
Drawdown
SCHD
×
−0.16% −17.34%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−20.23% −26.61%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
−7.00% −27.01%
2025-04-08
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−17.33% −27.65%
2025-04-08
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−62.97% −68.45%
2026-02-12
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
−11.46% −50.11%
2025-03-10
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund