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

Total Real Returns

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

Wed 2024-01-17? to Thu 2026-04-02 YTD
Return
TR
Price
SPY
×
−3.56%
2026-04-02
27.12 TR
2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX
×
−13.37%
2026-04-02
1.16 TR
2026-04-02
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPYI
×
−2.44%
2026-04-02
1.561 TR
2026-04-02
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Wed 2024-01-17? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
SPY
×
+42.69%
+17.48%/yr
+17.51%/yr
(R2=0.877)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX
×
+15.99%
+6.95%/yr
+12.15%/yr
(R2=0.528)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPYI
×
+35.74%
+14.85%/yr
+15.36%/yr
(R2=0.898)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Thu 2026-04-02 Start
Value
End
Value
SPY
×
$10,000.00
2024-01-17
$14,268.53
2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX
×
$10,000.00
2024-01-17
$11,598.91
2026-04-02
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPYI
×
$10,000.00
2024-01-17
$13,574.35
2026-04-02
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year SPY YMAX SPYI
2026 (YTD) −3.56% −13.37% −2.44%
2025 +17.72% +6.03% +16.67%
2024 +24.89% +26.28% +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

Wed 2024-01-17? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
SPY
×
−5.44% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX
×
−23.21% −26.14%
2026-03-30
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPYI
×
−4.36% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund