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 2025-02-20 YTD
Return
TRR
Price
XDTE
×
+2.75%
2025-02-20
1.178 TRR
2025-02-20
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
+3.33%
2025-02-20
4.984 TRR
2025-02-20
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
−0.23%
2025-02-20
0.9119 TRR
2025-02-20
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
YMAG
×
−0.66%
2025-02-20
1.32 TRR
2025-02-20
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund

Returns

Thu 2024-03-07? to Thu 2025-02-20 Overall
Return
Exponential
Trendline
XDTE
×
+17.75%
+18.59%/yr
+25.12%/yr
(R2=0.911)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
+17.37%
+18.19%/yr
+22.19%/yr
(R2=0.894)
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
+2.39%
+2.50%/yr
+3.45%/yr
(R2=0.968)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
YMAG
×
+25.52%
+26.77%/yr
+31.71%/yr
(R2=0.831)
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Thu 2025-02-20 Start
Value
End
Value
XDTE
×
$10,000.00
2024-03-07
$11,775.06
2025-02-20
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
$10,000.00
2024-03-07
$11,736.54
2025-02-20
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
$10,000.00
2024-03-07
$10,239.33
2025-02-20
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
YMAG
×
$10,000.00
2024-03-07
$12,552.01
2025-02-20
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund

Annual Returns

Year XDTE VOO SGOV YMAG
2025 (YTD) +2.75% +3.33% −0.23% −0.66%
2024 +14.60% +21.48% +2.33% +32.90%
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 +30.42%
2012 +14.01%
2011 −1.04%
2010 +14.35%

Drawdowns

Thu 2024-03-07? to Thu 2025-02-20 Current
Drawdown
Worst
Drawdown
XDTE
×
−1.14% −6.98%
2024-08-05
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
−0.43% −8.51%
2024-08-05
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
−0.23% −0.29%
2025-01-29
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
YMAG
×
−4.94% −14.33%
2024-08-05
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund