SPYI,YMAX Total Return Stock Chart (Dividends Reinvested) | Total Real Returns

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

Total Real Returns

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

Dividends Reinvested:

Wed 2024-01-17^? to Fri 2025-08-01	YTD Return	TR Price
SPYI ^×	+6.12% 2025-08-01	1.455 TR 2025-08-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
YMAX ^×	+9.39% 2025-08-01	1.381 TR 2025-08-01
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Returns

Wed 2024-01-17^? to Fri 2025-08-01	Overall Return	Exponential Trendline
SPYI ^×	+26.56% +16.54%/yr	+12.71%/yr (R²=0.739)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
YMAX ^×	+38.11% +23.35%/yr	+15.26%/yr (R²=0.556)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17^? to Fri 2025-08-01	Start Value	End Value
SPYI ^×	$10,000.00 2024-01-17	$12,655.71 2025-08-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
YMAX ^×	$10,000.00 2024-01-17	$13,811.37 2025-08-01
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Annual Returns

Year	SPYI	YMAX
2025 (YTD)	+6.12%	+9.39%
2024	+19.03%	+26.26%
2023	+18.10%	—
2022	−2.44%	—

Drawdowns

Wed 2024-01-17^? to Fri 2025-08-01	Current Drawdown	Worst Drawdown
SPYI ^×	−1.72%	−16.47% 2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
YMAX ^×	−4.32%	−25.56% 2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund