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

Total Real Returns

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

Tue 2022-08-30? to Fri 2025-02-28 YTD
Return
TR
Price
SPYI
×
+1.83%
2025-02-28
1.396 TR
2025-02-28
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPY
×
+1.38%
2025-02-28
24.22 TR
2025-02-28
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Tue 2022-08-30? to Fri 2025-02-28 Overall
Return
Exponential
Trendline
SPYI
×
+39.65%
+14.29%/yr
+17.65%/yr
(R2=0.967)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPY
×
+54.76%
+19.09%/yr
+25.10%/yr
(R2=0.965)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Fri 2025-02-28 Start
Value
End
Value
SPYI
×
$10,000.00
2022-08-30
$13,964.57
2025-02-28
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPY
×
$10,000.00
2022-08-30
$15,476.18
2025-02-28
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year SPYI SPY
2025 (YTD) +1.83% +1.38%
2024 +19.03% +24.89%
2023 +18.10% +26.18%
2022 −2.45% −18.18%
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 +10.69%
2003 +28.18%
2002 −21.59%
2001 −11.76%
2000 −9.74%
1999 +20.39%
1998 +28.69%
1997 +33.48%
1996 +22.50%
1995 +38.05%
1994 +0.40%
1993 +8.71%

Drawdowns

Tue 2022-08-30? to Fri 2025-02-28 Current
Drawdown
Worst
Drawdown
SPYI
×
−2.30% −10.19%
2022-09-30
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPY
×
−3.06% −12.88%
2022-10-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund