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

Total Real Returns

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

Thu 2024-03-07? to Tue 2025-06-24 YTD
Return
TR
Price
SPY
×
+4.21%
2025-06-24
24.89 TR
2025-06-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
−0.35%
2025-06-24
1.16 TR
2025-06-24
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
+3.24%
2025-06-24
1.429 TR
2025-06-24
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
+4.27%
2025-06-24
1.263 TR
2025-06-24
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2024-03-07? to Tue 2025-06-24 Overall
Return
Exponential
Trendline
SPY
×
+20.09%
+15.15%/yr
+12.20%/yr
(R2=0.519)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
+15.98%
+12.10%/yr
+10.86%/yr
(R2=0.363)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
+17.07%
+12.91%/yr
+10.95%/yr
(R2=0.579)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
+21.21%
+15.98%/yr
+13.73%/yr
(R2=0.594)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Tue 2025-06-24 Start
Value
End
Value
SPY
×
$10,000.00
2024-03-07
$12,009.22
2025-06-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$11,597.83
2025-06-24
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2024-03-07
$11,706.60
2025-06-24
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
$10,000.00
2024-03-07
$12,121.03
2025-06-24
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPY XDTE SPYI QQQI
2025 (YTD) +4.21% −0.35% +3.24% +4.27%
2024 +24.89% +16.38% +19.03% +19.83%
2023 +26.18% +18.10%
2022 −18.17% −2.44%
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 +1.90%
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 +22.50%
1995 +38.06%
1994 +0.40%
1993 +8.71%

Drawdowns

Thu 2024-03-07? to Tue 2025-06-24 Current
Drawdown
Worst
Drawdown
SPY
×
−0.41% −18.75%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
−4.47% −19.09%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
−0.01% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
0.00% −20.00%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund