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 2026-04-07 YTD
Return
TRR
Price
SCHD
×
+12.18%
2026-04-07
4.015 TRR
2026-04-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−12.44%
2026-04-07
1.099 TRR
2026-04-07
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
−7.93%
2026-04-07
1.369 TRR
2026-04-07
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−1.62%
2026-04-07
0.8901 TRR
2026-04-07
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−22.29%
2026-04-07
1.082 TRR
2026-04-07
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
−16.58%
2026-04-07
1.192 TRR
2026-04-07
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-29? to Tue 2026-04-07 Overall
Return
Exponential
Trendline
SCHD
×
+21.56%
+9.73%/yr
+5.88%/yr
(R2=0.372)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−0.25%
−0.12%/yr
+8.35%/yr
(R2=0.323)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
+28.99%
+12.87%/yr
+17.73%/yr
(R2=0.720)
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−10.99%
−5.39%/yr
+1.76%/yr
(R2=0.018)
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−39.01%
−20.95%/yr
−19.62%/yr
(R2=0.341)
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
+30.05%
+13.31%/yr
+30.39%/yr
(R2=0.618)
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Tue 2026-04-07 Start
Value
End
Value
SCHD
×
$10,000.00
2024-02-29
$12,155.93
2026-04-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
$10,000.00
2024-02-29
$9,975.39
2026-04-07
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
$10,000.00
2024-02-29
$12,899.01
2026-04-07
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
$10,000.00
2024-02-29
$8,900.84
2026-04-07
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
$10,000.00
2024-02-29
$6,099.16
2026-04-07
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
$10,000.00
2024-02-29
$13,004.63
2026-04-07
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SCHD YMAX YMAG ULTY CONY TSLY
2026 (YTD) +12.18% −12.44% −7.93% −1.62% −22.29% −16.58%
2025 +1.63% +3.27% +14.00% −7.59% −35.88% +10.67%
2024 +8.54% +23.11% +32.96% −1.16% +20.16% +20.04%
2023 +1.14% +80.75% +45.80%
2022 −9.10% −26.78%
2021 +21.33%
2020 +13.44%
2019 +24.51%
2018 −7.37%
2017 +18.35%
2016 +14.15%
2015 −1.09%
2014 +10.93%
2013 +30.86%
2012 +9.49%
2011 +5.73%

Drawdowns

Thu 2024-02-29? to Tue 2026-04-07 Current
Drawdown
Worst
Drawdown
SCHD
×
−3.54% −17.34%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX
×
−23.23% −26.78%
2026-03-30
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG
×
−11.58% −27.03%
2025-04-08
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY
×
−21.31% −27.66%
2025-04-08
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY
×
−61.69% −68.48%
2026-02-12
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY
×
−21.38% −50.10%
2025-03-10
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund