All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SCHD vs. YMAX vs. YMAG vs. ULTY vs. CONY vs. TSLY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Thu 2024-02-29💬 to Wed 2026-10-07 Overall
Return 		Exponential
Trendline
SCHD × 		+28.63%
+10.15%/yr 		+9.99%/yr
R2=0.660
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
YMAX × 		+20.85%
+7.54%/yr 		+6.28%/yr
R2=0.317
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG × 		+53.01%
+17.75%/yr 		+16.35%/yr
R2=0.785
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund
ULTY × 		+1.47%
+0.56%/yr 		+1.76%/yr
R2=0.034
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
CONY × 		−36.30%
−15.91%/yr 		−25.95%/yr
R2=0.604
YieldMax COIN Option Income Strategy ETF Exchange-Traded Fund
TSLY × 		+33.14%
+11.62%/yr 		+20.84%/yr
R2=0.529
YieldMax TSLA Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2024-02-29💬 to Wed 2026-10-07 Start
Value 		End
Value
SCHD × 		$10,000.00
2024-02-29 		$12,863.22
2026-10-07
YMAX × 		$10,000.00
2024-02-29 		$12,084.90
2026-10-07
YMAG × 		$10,000.00
2024-02-29 		$15,301.49
2026-10-07
ULTY × 		$10,000.00
2024-02-29 		$10,147.49
2026-10-07
CONY × 		$10,000.00
2024-02-29 		$6,369.63
2026-10-07
TSLY × 		$10,000.00
2024-02-29 		$13,313.73
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
SCHD × 		+17.58% +19.68%
YMAX × 		+4.73% −5.54%
YMAG × 		+5.69% +9.37%
ULTY × 		+9.05% −9.60%
CONY × 		−18.85% −47.63%
TSLY × 		−13.94% −8.37%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		−6.91%
on 2026-10-07
from 2026-08-24 peak 		−17.32%
on 2025-04-08
from 2024-11-29 peak
YMAX × 		−6.98%
on 2026-10-07
from 2025-10-08 peak 		−27.34%
on 2026-03-30
from 2025-10-08 peak
YMAG × 		—
on 2026-10-07 		−27.00%
on 2025-04-08
from 2024-12-17 peak
ULTY × 		−10.43%
on 2026-10-07
from 2025-10-09 peak 		−27.64%
on 2025-04-08
from 2024-12-06 peak
CONY × 		−60.00%
on 2026-10-07
from 2024-12-06 peak 		−68.48%
on 2026-02-12
from 2024-12-06 peak
TSLY × 		−19.53%
on 2026-10-07
from 2025-12-22 peak 		−50.11%
on 2025-03-10
from 2024-12-17 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+19.68% +17.17%
+8.24%/yr 		+43.71%
+12.85%/yr 		+25.84%
+4.70%/yr 		+134.79%
+8.91%/yr
YMAX × 		−5.54% +19.64%
+9.38%/yr 		— — —
YMAG × 		+9.37% +38.18%
+17.55%/yr 		— — —
ULTY × 		−9.60% +11.18%
+5.44%/yr 		— — —
CONY × 		−47.63% −29.59%
−16.09%/yr 		+9.35%
+3.02%/yr 		— —
TSLY × 		−8.37% +35.78%
+16.52%/yr 		+9.34%
+3.02%/yr 		— —

Annual Returns

Year SCHD YMAX YMAG ULTY CONY TSLY
2026 (YTD) +17.58% +4.73% +5.69% +9.05% −18.85% −13.94%
2025 +1.62% +3.27% +15.58% −5.87% −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 +18.34% — — — — —
2016 +14.09% — — — — —
2015 −1.02% — — — — —
2014 +10.85% — — — — —
2013 +30.91% — — — — —
2012 +9.49% — — — — —
2011 +5.72% — — — — —