All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2024-01-17💬 to Tue 2026-06-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+8.27%
2026-06-02 |
+24.68%
2026-06-02 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| YMAX × |
+3.95%
2026-06-02 |
+7.10%
2026-06-02 |
||||
| YieldMax Universe Fund of Option Income ETFs NYSE Exchange-Traded Fund | ||||||
| SCHD × |
+15.41%
2026-06-02 |
+23.24%
2026-06-02 |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| Wed 2024-01-17💬 to Tue 2026-06-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+51.98%
+19.28%/yr |
+14.67%/yr
(R2=0.852) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| YMAX × |
+32.15%
+12.46%/yr |
+8.01%/yr
(R2=0.360) |
||||
| YieldMax Universe Fund of Option Income ETFs NYSE Exchange-Traded Fund | ||||||
| SCHD × |
+29.15%
+11.38%/yr |
+7.27%/yr
(R2=0.528) |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| Wed 2024-01-17💬 to Tue 2026-06-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
2024-01-17 |
$15,197.56
2026-06-02 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| YMAX × |
$10,000.00
2024-01-17 |
$13,214.53
2026-06-02 |
||||
| YieldMax Universe Fund of Option Income ETFs NYSE Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2024-01-17 |
$12,915.26
2026-06-02 |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| Year | VFINX | YMAX | SCHD |
|---|---|---|---|
| 2026 (YTD) | +8.27% | +3.95% | +15.41% |
| 2025 | +14.65% | +3.27% | +1.62% |
| 2024 | +21.34% | +23.10% | +8.53% |
| 2023 | +22.03% | — | +1.16% |
| 2022 | −23.21% | — | −9.13% |
| 2021 | +20.08% | — | +21.34% |
| 2020 | +17.14% | — | +13.48% |
| 2019 | +28.40% | — | +24.45% |
| 2018 | −6.33% | — | −7.33% |
| 2017 | +19.14% | — | +18.35% |
| 2016 | +9.56% | — | +14.09% |
| 2015 | +0.50% | — | −1.02% |
| 2014 | +12.67% | — | +10.85% |
| 2013 | +30.21% | — | +30.91% |
| 2012 | +13.85% | — | +9.50% |
| 2011 | −0.98% | — | +5.72% |
| 2010 | +13.22% | — | — |
| 2009 | +23.17% | — | — |
| 2008 | −37.08% | — | — |
| 2007 | +1.25% | — | — |
| 2006 | +12.80% | — | — |
| 2005 | +1.30% | — | — |
| 2004 | +7.25% | — | — |
| 2003 | +26.13% | — | — |
| 2002 | −23.98% | — | — |
| 2001 | −13.38% | — | — |
| 2000 | −12.04% | — | — |
| 1999 | +17.92% | — | — |
| 1998 | +26.58% | — | — |
| 1997 | +30.95% | — | — |
| 1996 | +18.92% | — | — |
| 1995 | +34.04% | — | — |
| 1994 | −1.46% | — | — |
| 1993 | +7.21% | — | — |
| 1992 | +5.19% | — | — |
| 1991 | +28.13% | — | — |
| 1990 | −8.35% | — | — |
| 1989 | +22.68% | — | — |
| 1988 | +10.06% | — | — |
| 1987 | −0.44% | — | — |
| 1986 | +8.11% | — | — |
| 1985 | +18.12% | — | — |
| 1984 | −0.27% | — | — |
| 1983 | +12.80% | — | — |
| 1982 | +14.85% | — | — |
| 1981 | −16.04% | — | — |
| 1980 | +13.66% | — | — |
| 1979 | −2.23% | — | — |
| Wed 2024-01-17💬 to Tue 2026-06-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × | — |
−19.13%
2025-04-08 from 2025-02-19 peak |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| YMAX × |
−7.67%
from 2025-10-08 peak |
−27.34%
2026-03-30 from 2025-10-08 peak |
||||
| YieldMax Universe Fund of Option Income ETFs NYSE Exchange-Traded Fund | ||||||
| SCHD × |
−1.51%
from 2026-05-22 peak |
−17.32%
2025-04-08 from 2024-11-29 peak |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| Period ending Tue 2026-06-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| VFINX × | +24.68% |
+38.64% +17.71%/yr |
+67.74% +18.81%/yr |
+55.53% +9.24%/yr |
+204.60% +11.78%/yr |
|
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| YMAX × | +7.10% |
+18.48% +8.83%/yr |
— | — | — | |
| YieldMax Universe Fund of Option Income ETFs NYSE Exchange-Traded Fund | ||||||
| SCHD × | +23.24% |
+25.29% +11.91%/yr |
+38.76% +11.54%/yr |
+21.10% +3.90%/yr |
+139.59% +9.13%/yr |
|
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
