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

Total Real Returns

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

Tue 2022-08-30? to Mon 2026-05-11 YTD
Return
TR
Price
SPY
×
+8.71%
2026-05-11
30.58 TR
2026-05-11
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
+6.02%
2026-05-11
1.696 TR
2026-05-11
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Mon 2026-05-11 Overall
Return
Exponential
Trendline
SPY
×
+95.36%
+19.86%/yr
+21.33%/yr
(R2=0.962)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
+69.64%
+15.37%/yr
+16.21%/yr
(R2=0.969)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Mon 2026-05-11 Start
Value
End
Value
SPY
×
$10,000.00
2022-08-30
$19,535.65
2026-05-11
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
$10,000.00
2022-08-30
$16,963.67
2026-05-11
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year SPY SPYI
2026 (YTD) +8.71% +6.02%
2025 +17.72% +16.67%
2024 +24.89% +19.03%
2023 +26.18% +18.10%
2022 −18.18% −2.45%
2021 +28.73%
2020 +18.33%
2019 +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

Tue 2022-08-30? to Mon 2026-05-11 Current
Drawdown
Worst
Drawdown
SPY
×
0.00% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
0.00% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-05-11 1
Year
2
Years
3
Years
5
Years
10
Years
SPY
×
+32.33%/yr
+32.51% total
+20.57%/yr
+45.40% total
+23.07%/yr
+86.41% total
+13.83%/yr
+91.11% total
+15.47%/yr
+321.41% total
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
+25.76%/yr
+25.89% total
+17.36%/yr
+37.76% total
+16.99%/yr
+60.13% total
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund