All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2024-01-17? to Fri 2026-01-23 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+0.93%
2026-01-23 |
32.31 TRR
2026-01-23 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| YMAX × |
+1.25%
2026-01-23 |
1.287 TRR
2026-01-23 |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| SCHD × |
+6.08%
2026-01-23 |
3.833 TRR
2026-01-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Wed 2024-01-17? to Fri 2026-01-23 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+41.68%
+18.85%/yr |
+15.17%/yr
(R2=0.813) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| YMAX × |
+28.72%
+13.33%/yr |
+13.56%/yr
(R2=0.646) |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| SCHD × |
+18.70%
+8.87%/yr |
+3.62%/yr
(R2=0.248) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Wed 2024-01-17? to Fri 2026-01-23 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
2024-01-17 |
$14,167.89
2026-01-23 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| YMAX × |
$10,000.00
2024-01-17 |
$12,871.67
2026-01-23 |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2024-01-17 |
$11,869.65
2026-01-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | VFINX | YMAX | SCHD |
|---|---|---|---|
| 2026 (YTD) | +0.93% | +1.25% | +6.08% |
| 2025 | +14.65% | +3.26% | +1.63% |
| 2024 | +21.34% | +23.11% | +8.51% |
| 2023 | +22.03% | — | +1.18% |
| 2022 | −23.21% | — | −9.15% |
| 2021 | +20.08% | — | +21.36% |
| 2020 | +17.14% | — | +13.47% |
| 2019 | +28.40% | — | +24.48% |
| 2018 | −6.33% | — | −7.38% |
| 2017 | +19.14% | — | +18.38% |
| 2016 | +9.56% | — | +14.08% |
| 2015 | +0.49% | — | −1.02% |
| 2014 | +12.67% | — | +10.85% |
| 2013 | +30.22% | — | +30.91% |
| 2012 | +13.85% | — | +9.49% |
| 2011 | −0.98% | — | +5.72% |
| 2010 | +13.21% | — | — |
| 2009 | +23.17% | — | — |
| 2008 | −37.08% | — | — |
| 2007 | +1.25% | — | — |
| 2006 | +12.80% | — | — |
| 2005 | +1.30% | — | — |
| 2004 | +7.24% | — | — |
| 2003 | +26.13% | — | — |
| 2002 | −23.97% | — | — |
| 2001 | −13.37% | — | — |
| 2000 | −12.04% | — | — |
| 1999 | +17.92% | — | — |
| 1998 | +26.58% | — | — |
| 1997 | +30.96% | — | — |
| 1996 | +18.91% | — | — |
| 1995 | +34.04% | — | — |
| 1994 | −1.46% | — | — |
| 1993 | +7.20% | — | — |
| 1992 | +5.21% | — | — |
| 1991 | +28.11% | — | — |
| 1990 | −8.36% | — | — |
| 1989 | +22.71% | — | — |
| 1988 | +10.03% | — | — |
| 1987 | −0.43% | — | — |
| 1986 | +8.10% | — | — |
| 1985 | +18.13% | — | — |
| 1984 | −0.25% | — | — |
| 1983 | +12.80% | — | — |
| 1982 | +14.86% | — | — |
| 1981 | −16.07% | — | — |
| 1980 | +13.66% | — | — |
| 1979 | −2.23% | — | — |
| Wed 2024-01-17? to Fri 2026-01-23 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × | −0.93% |
−19.13%
2025-04-08 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| YMAX × | −10.11% |
−26.63%
2025-04-08 |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| SCHD × | −0.10% |
−17.33%
2025-04-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||