QQQI,VTI,SPYI,VT,SPMO,SBR: Total Return Chart (with Dividends Reinvested)

Tue 2024-01-30? to Fri 2026-05-01	YTD Return	TR Price
QQQI ×	+6.20% 2026-05-01	1.51 TR 2026-05-01
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
VTI ×	+6.30% 2026-05-01	9.593 TR 2026-05-01
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SPYI ×	+4.09% 2026-05-01	1.665 TR 2026-05-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VT ×	+7.61% 2026-05-01	4.455 TR 2026-05-01
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SPMO ×	+12.97% 2026-05-01	6.075 TR 2026-05-01
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SBR ×	+14.30% 2026-05-01	184.31 TR 2026-05-01
Sabine Royalty Trust NYSE Common Stock

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Returns

Tue 2024-01-30? to Fri 2026-05-01	Overall Return	Exponential Trendline
QQQI ×	+50.97% +20.09%/yr	+18.62%/yr (R2=0.897)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
VTI ×	+49.85% +19.69%/yr	+17.03%/yr (R2=0.872)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SPYI ×	+40.98% +16.49%/yr	+15.26%/yr (R2=0.902)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VT ×	+51.62% +20.31%/yr	+18.22%/yr (R2=0.912)
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SPMO ×	+94.69% +34.45%/yr	+27.14%/yr (R2=0.912)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SBR ×	+45.82% +18.25%/yr	+18.06%/yr (R2=0.857)
Sabine Royalty Trust NYSE Common Stock

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Growth of $10,000

Tue 2024-01-30? to Fri 2026-05-01	Start Value	End Value
QQQI ×	$10,000.00 2024-01-30	$15,097.43 2026-05-01
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
VTI ×	$10,000.00 2024-01-30	$14,984.80 2026-05-01
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SPYI ×	$10,000.00 2024-01-30	$14,097.99 2026-05-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VT ×	$10,000.00 2024-01-30	$15,161.72 2026-05-01
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SPMO ×	$10,000.00 2024-01-30	$19,469.03 2026-05-01
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SBR ×	$10,000.00 2024-01-30	$14,582.24 2026-05-01
Sabine Royalty Trust NYSE Common Stock

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Annual Returns

Year	QQQI	VTI	SPYI	VT	SPMO	SBR
2026 (YTD)	+6.20%	+6.30%	+4.09%	+7.61%	+12.97%	+14.30%
2025	+18.63%	+17.10%	+16.67%	+22.44%	+26.58%	+14.04%
2024	+19.84%	+23.81%	+19.03%	+16.49%	+45.82%	+4.05%
2023	—	+26.05%	+18.10%	+22.04%	+17.56%	−13.08%
2022	—	−19.52%	−2.45%	−18.01%	−10.46%	+132.09%
2021	—	+25.68%	—	+18.27%	+22.64%	+60.71%
2020	—	+21.08%	—	+16.59%	+28.25%	−24.24%
2019	—	+30.67%	—	+26.81%	+25.93%	+15.77%
2018	—	−5.23%	—	−9.76%	−0.92%	−9.61%
2017	—	+21.21%	—	+24.50%	+27.76%	+34.84%
2016	—	+12.82%	—	+8.50%	+7.38%	+41.83%
2015	—	+0.36%	—	−1.86%	+2.79%	−20.14%
2014	—	+12.55%	—	+3.68%	—	−23.50%
2013	—	+33.45%	—	+22.94%	—	+37.33%
2012	—	+16.45%	—	+17.12%	—	−32.48%
2011	—	+0.97%	—	−7.51%	—	+12.70%
2010	—	+17.43%	—	+13.08%	—	+56.20%
2009	—	+28.90%	—	+32.66%	—	+7.23%
2008	—	−36.99%	—	−33.05%	—	+6.90%
2007	—	+5.37%	—	—	—	+10.78%
2006	—	+15.70%	—	—	—	+1.97%
2005	—	+6.30%	—	—	—	+37.08%
2004	—	+12.78%	—	—	—	+34.39%
2003	—	+30.74%	—	—	—	+35.27%
2002	—	−20.48%	—	—	—	+17.25%
2001	—	−7.29%	—	—	—	+32.02%
2000	—	—	—	—	—	+60.09%
1999	—	—	—	—	—	+18.62%
1998	—	—	—	—	—	+2.01%
1997	—	—	—	—	—	+27.06%
1996	—	—	—	—	—	+73.35%
1995	—	—	—	—	—	−10.99%
1994	—	—	—	—	—	−23.26%
1993	—	—	—	—	—	+19.40%
1992	—	—	—	—	—	+19.19%
1991	—	—	—	—	—	+25.13%
1990	—	—	—	—	—	−3.81%
1989	—	—	—	—	—	+8.01%
1988	—	—	—	—	—	+65.58%
1987	—	—	—	—	—	+2.00%
1986	—	—	—	—	—	−9.93%
1985	—	—	—	—	—	−15.90%
1984	—	—	—	—	—	−23.26%
1983	—	—	—	—	—	+4.88%

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Drawdowns

Tue 2024-01-30? to Fri 2026-05-01	Current Drawdown	Worst Drawdown
QQQI ×	0.00%	−20.00% 2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
VTI ×	0.00%	−19.30% 2025-04-08
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SPYI ×	0.00%	−16.47% 2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VT ×	0.00%	−16.51% 2025-04-08
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
SPMO ×	0.00%	−20.13% 2025-04-04
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SBR ×	−3.33%	−18.54% 2026-01-07
Sabine Royalty Trust NYSE Common Stock