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

Total Real Returns

XDTE,VOO,SGOV,YMAG: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

×
Thu 2024-03-07? to Thu 2025-03-20 YTD
Return
TRR
Price
XDTE
×
−3.84%
2025-03-20
1.101 TRR
2025-03-20
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
−4.65%
2025-03-20
4.598 TRR
2025-03-20
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
−0.32%
2025-03-20
0.911 TRR
2025-03-20
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
YMAG
×
−14.12%
2025-03-20
1.142 TRR
2025-03-20
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund

Returns

Thu 2024-03-07? to Thu 2025-03-20 Overall
Return
Exponential
Trendline
XDTE
×
+10.10%
+9.75%/yr
+20.49%/yr
(R2=0.785)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
+8.29%
+8.00%/yr
+17.99%/yr
(R2=0.758)
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
+2.28%
+2.20%/yr
+3.12%/yr
(R2=0.936)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
YMAG
×
+8.53%
+8.23%/yr
+23.96%/yr
(R2=0.634)
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Thu 2025-03-20 Start
Value
End
Value
XDTE
×
$10,000.00
2024-03-07
$11,010.29
2025-03-20
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
$10,000.00
2024-03-07
$10,828.75
2025-03-20
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
$10,000.00
2024-03-07
$10,227.83
2025-03-20
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
YMAG
×
$10,000.00
2024-03-07
$10,852.88
2025-03-20
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund

Annual Returns

Year XDTE VOO SGOV YMAG
2025 (YTD) −3.84% −4.65% −0.32% −14.12%
2024 +14.60% +21.48% +2.32% +32.98%
2023 +22.23% +1.71%
2022 −23.14% −4.59%
2021 +20.33% −6.53%
2020 +16.73% −1.52%
2019 +28.43%
2018 −6.29%
2017 +19.25%
2016 +9.89%
2015 +0.59%
2014 +12.71%
2013 +30.43%
2012 +14.01%
2011 −1.04%
2010 +14.35%

Drawdowns

Thu 2024-03-07? to Thu 2025-03-20 Current
Drawdown
Worst
Drawdown
XDTE
×
−7.56% −10.31%
2025-03-13
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
−8.00% −10.26%
2025-03-13
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
−0.34% −0.42%
2025-02-26
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
YMAG
×
−17.81% −18.73%
2025-03-18
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund