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

Total Real Returns

SCHX,SPYI: Total Return Chart (with Dividends Reinvested)

Tue 2022-08-30? to Wed 2025-04-16 YTD
Return
TR
Price
SCHX
×
−10.18%
2025-04-16
8.392 TR
2025-04-16
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPYI
×
−8.06%
2025-04-16
1.261 TR
2025-04-16
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Wed 2025-04-16 Overall
Return
Exponential
Trendline
SCHX
×
+42.31%
+14.37%/yr
+25.92%/yr
(R2=0.946)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPYI
×
+26.09%
+9.22%/yr
+16.59%/yr
(R2=0.943)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Wed 2025-04-16 Start
Value
End
Value
SCHX
×
$10,000.00
2022-08-30
$14,230.97
2025-04-16
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2022-08-30
$12,608.79
2025-04-16
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year SCHX SPYI
2025 (YTD) −10.18% −8.06%
2024 +26.46% +19.03%
2023 +29.81% +18.10%
2022 −19.41% −2.45%
2021 +27.66%
2020 +20.81%
2019 +34.82%
2018 −3.51%
2017 +23.11%
2016 +15.34%
2015 +3.05%
2014 +15.46%
2013 +34.77%
2012 +18.88%
2011 +3.41%
2010 +17.15%
2009 +7.34%

Drawdowns

Tue 2022-08-30? to Wed 2025-04-16 Current
Drawdown
Worst
Drawdown
SCHX
×
−14.25% −19.04%
2025-04-08
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPYI
×
−11.78% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund