All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2025-04-23? to Fri 2025-09-05 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+8.25%
2025-09-05 |
30.23 TRR
2025-09-05 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| VBMFX × |
+3.09%
2025-09-05 |
2.35 TRR
2025-09-05 |
||||
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
| ULTY × |
+9.08%
2025-09-05 |
1.078 TRR
2025-09-05 |
||||
| Tidal Trust II Exchange-Traded Fund | ||||||
| YMAX × |
+7.00%
2025-09-05 |
1.317 TRR
2025-09-05 |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| YMAG × |
+6.88%
2025-09-05 |
1.421 TRR
2025-09-05 |
||||
| YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| MAGY × |
+19.43%
2025-09-05 |
1.194 TRR
2025-09-05 |
||||
| Roundhill Magnificent Seven Covered Call ETF Exchange-Traded Fund | ||||||
| QQQI × |
+8.89%
2025-09-05 |
1.275 TRR
2025-09-05 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
+7.34%
2025-09-05 |
1.382 TRR
2025-09-05 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| Wed 2025-04-23? to Fri 2025-09-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+19.86%
+63.27%/yr |
+50.60%/yr
(R2=0.909) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| VBMFX × |
+3.09%
+8.58%/yr |
+5.82%/yr
(R2=0.596) |
||||
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
| ULTY × |
+29.66%
+101.95%/yr |
+99.96%/yr
(R2=0.834) |
||||
| Tidal Trust II Exchange-Traded Fund | ||||||
| YMAX × |
+21.53%
+69.49%/yr |
+61.09%/yr
(R2=0.757) |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| YMAG × |
+29.44%
+100.99%/yr |
+76.58%/yr
(R2=0.921) |
||||
| YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| MAGY × |
+19.43%
+61.65%/yr |
+52.53%/yr
(R2=0.910) |
||||
| Roundhill Magnificent Seven Covered Call ETF Exchange-Traded Fund | ||||||
| QQQI × |
+20.78%
+66.67%/yr |
+49.48%/yr
(R2=0.898) |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
+16.47%
+51.05%/yr |
+38.98%/yr
(R2=0.931) |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| Wed 2025-04-23? to Fri 2025-09-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
2025-04-23 |
$11,986.48
2025-09-05 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| VBMFX × |
$10,000.00
2025-04-23 |
$10,308.84
2025-09-05 |
||||
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
| ULTY × |
$10,000.00
2025-04-23 |
$12,966.46
2025-09-05 |
||||
| Tidal Trust II Exchange-Traded Fund | ||||||
| YMAX × |
$10,000.00
2025-04-23 |
$12,153.25
2025-09-05 |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| YMAG × |
$10,000.00
2025-04-23 |
$12,943.65
2025-09-05 |
||||
| YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| MAGY × |
$10,000.00
2025-04-23 |
$11,942.51
2025-09-05 |
||||
| Roundhill Magnificent Seven Covered Call ETF Exchange-Traded Fund | ||||||
| QQQI × |
$10,000.00
2025-04-23 |
$12,078.13
2025-09-05 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
$10,000.00
2025-04-23 |
$11,646.74
2025-09-05 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| Year | VFINX | VBMFX | ULTY | YMAX | YMAG | MAGY | QQQI | SPYI |
|---|---|---|---|---|---|---|---|---|
| 2025 (YTD) | +8.25% | +3.09% | +9.08% | +7.00% | +6.88% | +19.43% | +8.89% | +7.34% |
| 2024 | +21.34% | −1.69% | −1.16% | +23.11% | +32.96% | — | +17.09% | +15.71% |
| 2023 | +22.03% | +2.19% | — | — | — | — | — | +14.27% |
| 2022 | −23.21% | −18.52% | — | — | — | — | — | −2.65% |
| 2021 | +20.08% | −8.16% | — | — | — | — | — | — |
| 2020 | +17.14% | +6.14% | — | — | — | — | — | — |
| 2019 | +28.40% | +6.26% | — | — | — | — | — | — |
| 2018 | −6.33% | −2.01% | — | — | — | — | — | — |
| 2017 | +19.14% | +1.33% | — | — | — | — | — | — |
| 2016 | +9.56% | +0.45% | — | — | — | — | — | — |
| 2015 | +0.50% | −0.44% | — | — | — | — | — | — |
| 2014 | +12.67% | +4.93% | — | — | — | — | — | — |
| 2013 | +30.22% | −3.68% | — | — | — | — | — | — |
| 2012 | +13.85% | +2.29% | — | — | — | — | — | — |
| 2011 | −0.99% | +4.51% | — | — | — | — | — | — |
| 2010 | +13.22% | +4.73% | — | — | — | — | — | — |
| 2009 | +23.17% | +3.15% | — | — | — | — | — | — |
| 2008 | −37.08% | +4.99% | — | — | — | — | — | — |
| 2007 | +1.25% | +2.75% | — | — | — | — | — | — |
| 2006 | +12.81% | +1.75% | — | — | — | — | — | — |
| 2005 | +1.30% | −0.97% | — | — | — | — | — | — |
| 2004 | +7.24% | +0.98% | — | — | — | — | — | — |
| 2003 | +26.13% | +1.99% | — | — | — | — | — | — |
| 2002 | −23.98% | +5.91% | — | — | — | — | — | — |
| 2001 | −13.38% | +6.74% | — | — | — | — | — | — |
| 2000 | −12.04% | +7.78% | — | — | — | — | — | — |
| 1999 | +17.92% | −2.32% | — | — | — | — | — | — |
| 1998 | +26.58% | +6.92% | — | — | — | — | — | — |
| 1997 | +30.95% | +7.64% | — | — | — | — | — | — |
| 1996 | +18.92% | +0.29% | — | — | — | — | — | — |
| 1995 | +34.02% | +15.32% | — | — | — | — | — | — |
| 1994 | −1.45% | −5.14% | — | — | — | — | — | — |
| 1993 | +7.20% | +6.79% | — | — | — | — | — | — |
| 1992 | +5.19% | +4.25% | — | — | — | — | — | — |
| 1991 | +28.13% | +11.89% | — | — | — | — | — | — |
| 1990 | −8.34% | +2.45% | — | — | — | — | — | — |
| 1989 | +22.66% | +8.68% | — | — | — | — | — | — |
| 1988 | +10.07% | +2.88% | — | — | — | — | — | — |
| 1987 | −0.46% | −2.71% | — | — | — | — | — | — |
| 1986 | +8.11% | −0.65% | — | — | — | — | — | — |
| 1985 | +18.11% | — | — | — | — | — | — | — |
| 1984 | −0.25% | — | — | — | — | — | — | — |
| 1983 | +12.80% | — | — | — | — | — | — | — |
| 1982 | +14.86% | — | — | — | — | — | — | — |
| 1981 | −16.06% | — | — | — | — | — | — | — |
| 1980 | +13.67% | — | — | — | — | — | — | — |
| 1979 | −2.22% | — | — | — | — | — | — | — |
| Wed 2025-04-23? to Fri 2025-09-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × | −0.32% |
−2.71%
2025-05-23 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| VBMFX × | 0.00% |
−2.20%
2025-05-21 |
||||
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
| ULTY × | −4.09% |
−5.22%
2025-08-21 |
||||
| Tidal Trust II Exchange-Traded Fund | ||||||
| YMAX × | −4.20% |
−5.73%
2025-08-21 |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| YMAG × | −0.32% |
−3.39%
2025-08-21 |
||||
| YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| MAGY × | −0.12% |
−2.91%
2025-08-21 |
||||
| Roundhill Magnificent Seven Covered Call ETF Exchange-Traded Fund | ||||||
| QQQI × | −0.30% |
−2.21%
2025-08-21 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × | −0.15% |
−1.75%
2025-08-01 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||