All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

OVL,SPYI,GPIX,SPY: Total Return Chart (with Dividends Reinvested)

Thu 2023-10-26💬 to Wed 2026-06-17 YTD
Return
1 Year
Return
OVL
×
+10.71%
2026-06-17
+29.88%
2026-06-17
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund
SPYI
×
+6.26%
2026-06-17
+20.69%
2026-06-17
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
+8.66%
2026-06-17
+23.71%
2026-06-17
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
+8.95%
2026-06-17
+25.43%
2026-06-17
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund

Returns

Thu 2023-10-26💬 to Wed 2026-06-17 Overall
Return
Exponential
Trendline
OVL
×
+97.93%
+29.49%/yr
+20.87%/yr
(R2=0.893)
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund
SPYI
×
+60.24%
+19.54%/yr
+16.36%/yr
(R2=0.937)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
+74.52%
+23.46%/yr
+17.86%/yr
(R2=0.928)
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
+85.30%
+26.30%/yr
+19.62%/yr
(R2=0.915)
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-26💬 to Wed 2026-06-17 Start
Value
End
Value
OVL
×
$10,000.00
2023-10-26
$19,793.19
2026-06-17
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2023-10-26
$16,023.93
2026-06-17
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
$10,000.00
2023-10-26
$17,451.92
2026-06-17
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
$10,000.00
2023-10-26
$18,529.86
2026-06-17
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund

Annual Returns

Year OVL SPYI GPIX SPY
2026 (YTD) +10.71% +6.26% +8.66% +8.95%
2025 +17.82% +16.67% +16.26% +17.72%
2024 +27.91% +19.03% +21.77% +24.89%
2023 +28.01% +18.10% +13.46% +26.18%
2022 −22.18% −2.45% −18.18%
2021 +32.39% +28.73%
2020 +20.17% +18.33%
2019 +10.84% +31.22%
2018 −4.57%
2017 +21.71%
2016 +12.00%
2015 +1.23%
2014 +13.46%
2013 +32.31%
2012 +15.99%
2011 +1.89%
2010 +15.06%
2009 +26.35%
2008 −36.79%
2007 +5.15%
2006 +15.85%
2005 +4.83%
2004 +10.70%
2003 +28.18%
2002 −21.58%
2001 −11.76%
2000 −9.74%
1999 +20.39%
1998 +28.69%
1997 +33.48%
1996 +22.56%
1995 +38.04%
1994 +0.40%
1993 +8.64%

Drawdowns

Thu 2023-10-26💬 to Wed 2026-06-17 Current
Drawdown
Worst
Drawdown
OVL
×
−3.13%
from 2026-06-02 peak
−21.73%
2025-04-08
from 2025-02-19 peak
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund
SPYI
×
−1.84%
from 2026-06-02 peak
−16.47%
2025-04-08
from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
−1.61%
from 2026-06-02 peak
−17.50%
2025-04-08
from 2025-02-19 peak
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
−2.45%
from 2026-06-02 peak
−18.76%
2025-04-08
from 2025-02-19 peak
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-06-17 1
Year
2
Years
3
Years
5
Years
10
Years
OVL
×
+29.88% +41.33%
+18.88%/yr
+81.76%
+22.04%/yr
+90.46%
+13.75%/yr
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund
SPYI
×
+20.69% +33.75%
+15.65%/yr
+53.26%
+15.29%/yr
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
+23.71% +37.40%
+17.22%/yr
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
+25.43% +38.73%
+17.78%/yr
+74.57%
+20.41%/yr
+88.01%
+13.46%/yr
+320.13%
+15.44%/yr
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund