ULTY,SPY,QQQ,SCHD,JEPQ,VOO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2024-02-29? to Fri 2025-10-24	YTD Return	TRR Price
ULTY ×	+10.21% 2025-10-24	1.089 TRR 2025-10-24
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY ×	+13.05% 2025-10-24	12.2 TRR 2025-10-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	+17.51% 2025-10-24	7.221 TRR 2025-10-24
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD ×	−1.31% 2025-10-24	3.51 TRR 2025-10-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	+9.50% 2025-10-24	1.489 TRR 2025-10-24
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO ×	+13.11% 2025-10-24	5.455 TRR 2025-10-24
Vanguard S&P 500 ETF Exchange-Traded Fund

---

Returns

Thu 2024-02-29? to Fri 2025-10-24	Overall Return	Exponential Trendline
ULTY ×	+8.95% +5.33%/yr	+9.86%/yr (R2=0.250)
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY ×	+29.87% +17.15%/yr	+13.24%/yr (R2=0.675)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	+35.35% +20.12%/yr	+15.96%/yr (R2=0.652)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD ×	+6.25% +3.74%/yr	+2.57%/yr (R2=0.095)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	+25.16% +14.56%/yr	+10.54%/yr (R2=0.579)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO ×	+30.03% +17.24%/yr	+13.32%/yr (R2=0.677)
Vanguard S&P 500 ETF Exchange-Traded Fund

---

Growth of $10,000

Thu 2024-02-29? to Fri 2025-10-24	Start Value	End Value
ULTY ×	$10,000.00 2024-02-29	$10,894.94 2025-10-24
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY ×	$10,000.00 2024-02-29	$12,986.83 2025-10-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	$10,000.00 2024-02-29	$13,534.97 2025-10-24
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD ×	$10,000.00 2024-02-29	$10,625.00 2025-10-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2024-02-29	$12,516.03 2025-10-24
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO ×	$10,000.00 2024-02-29	$13,002.84 2025-10-24
Vanguard S&P 500 ETF Exchange-Traded Fund

---

Annual Returns

Year	ULTY	SPY	QQQ	SCHD	JEPQ	VOO
2025 (YTD)	+10.21%	+13.05%	+17.51%	−1.31%	+9.50%	+13.11%
2024	−1.15%	+21.39%	+22.06%	+8.56%	+21.38%	+21.47%
2023	—	+22.09%	+49.84%	+1.16%	+31.89%	+22.23%
2022	—	−23.15%	−36.68%	−9.14%	−15.03%	−23.14%
2021	—	+20.27%	+19.04%	+21.35%	—	+20.33%
2020	—	+16.74%	+46.63%	+13.44%	—	+16.73%
2019	—	+28.29%	+35.85%	+24.47%	—	+28.43%
2018	—	−6.35%	−1.99%	−7.35%	—	−6.29%
2017	—	+19.19%	+29.92%	+18.34%	—	+19.25%
2016	—	+9.73%	+4.93%	+14.14%	—	+9.89%
2015	—	+0.50%	+8.64%	−1.08%	—	+0.59%
2014	—	+12.61%	+18.29%	+10.88%	—	+12.71%
2013	—	+30.35%	+34.61%	+30.92%	—	+30.43%
2012	—	+14.02%	+16.09%	+9.50%	—	+14.02%
2011	—	−1.04%	+0.41%	+5.73%	—	−1.04%
2010	—	+13.36%	+18.14%	—	—	+14.34%
2009	—	+23.00%	+50.61%	—	—	—
2008	—	−36.85%	−41.78%	—	—	—
2007	—	+1.01%	+14.35%	—	—	—
2006	—	+13.00%	+4.50%	—	—	—
2005	—	+1.35%	−1.78%	—	—	—
2004	—	+7.21%	+7.04%	—	—	—
2003	—	+25.81%	+46.89%	—	—	—
2002	—	−23.41%	−38.82%	—	—	—
2001	—	−13.10%	−34.35%	—	—	—
2000	—	−12.70%	−38.21%	—	—	—
1999	—	+17.24%	+75.09%	—	—	—
1998	—	+26.65%	—	—	—	—
1997	—	+31.25%	—	—	—	—
1996	—	+18.56%	—	—	—	—
1995	—	+34.64%	—	—	—	—
1994	—	−2.22%	—	—	—	—
1993	—	+6.29%	—	—	—	—

---

Drawdowns

Thu 2024-02-29? to Fri 2025-10-24	Current Drawdown	Worst Drawdown
ULTY ×	−6.16%	−27.66% 2025-04-08
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY ×	0.00%	−19.12% 2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	0.00%	−23.54% 2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD ×	−7.87%	−17.31% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	0.00%	−20.43% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO ×	0.00%	−19.06% 2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund