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

Total Real Returns

SPLG,MSTY,JEPQ,GPIX,SPYI: Total Return Chart (with Dividends Reinvested)

Thu 2024-02-22? to Fri 2025-09-19 YTD
Return
TR
Price
SPLG
×
+14.29%
2025-09-19
7.927 TR
2025-09-19
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
MSTY
×
+16.02%
2025-09-19
3.483 TR
2025-09-19
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
+9.38%
2025-09-19
1.622 TR
2025-09-19
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
+12.17%
2025-09-19
1.55 TR
2025-09-19
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+12.21%
2025-09-19
1.539 TR
2025-09-19
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Fri 2025-09-19 Overall
Return
Exponential
Trendline
SPLG
×
+33.80%
+20.32%/yr
+15.31%/yr
(R2=0.723)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
MSTY
×
+248.28%
+120.92%/yr
+95.77%/yr
(R2=0.776)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
+27.89%
+16.91%/yr
+12.37%/yr
(R2=0.646)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
+29.36%
+17.76%/yr
+14.11%/yr
(R2=0.748)
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+27.32%
+16.58%/yr
+13.25%/yr
(R2=0.758)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Fri 2025-09-19 Start
Value
End
Value
SPLG
×
$10,000.00
2024-02-22
$13,380.50
2025-09-19
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
MSTY
×
$10,000.00
2024-02-22
$34,827.92
2025-09-19
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-02-22
$12,788.56
2025-09-19
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
$10,000.00
2024-02-22
$12,935.78
2025-09-19
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
$10,000.00
2024-02-22
$12,732.05
2025-09-19
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year SPLG MSTY JEPQ GPIX SPYI
2025 (YTD) +14.29% +16.02% +9.38% +12.17% +12.21%
2024 +25.00% +200.20% +24.89% +21.77% +19.03%
2023 +26.25% +36.28% +13.45% +18.10%
2022 −18.10% −12.89% −2.44%
2021 +28.78%
2020 +18.49%
2019 +31.99%
2018 −4.78%
2017 +21.30%
2016 +11.82%
2015 +1.15%
2014 +13.69%
2013 +33.17%
2012 +15.16%
2011 +1.71%
2010 +15.89%
2009 +27.23%
2008 −36.90%
2007 +5.74%
2006 +14.54%
2005 +2.08%

Drawdowns

Thu 2024-02-22? to Fri 2025-09-19 Current
Drawdown
Worst
Drawdown
SPLG
×
0.00% −18.72%
2025-04-08
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
MSTY
×
−20.39% −40.82%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
0.00% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
0.00% −17.50%
2025-04-08
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
0.00% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund