All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2024-10-31? to Fri 2025-05-23 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| VFINX × |
−0.87%
2025-05-23 |
113.4 TR
2025-05-23 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SPYI × |
+0.20%
2025-05-23 |
1.374 TR
2025-05-23 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| XPAY × |
−1.05%
2025-05-23 |
1.021 TR
2025-05-23 |
||||
| Roundhill ETF Trust Exchange-Traded Fund | ||||||
| XDTE × |
−4.91%
2025-05-23 |
1.107 TR
2025-05-23 |
||||
| Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-10-31? to Fri 2025-05-23 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VFINX × |
+2.42%
+4.38%/yr |
−13.05%/yr
(R2=0.283) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SPYI × |
+2.69%
+4.86%/yr |
−9.37%/yr
(R2=0.218) |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| XPAY × |
+2.09%
+3.77%/yr |
−13.69%/yr
(R2=0.302) |
||||
| Roundhill ETF Trust Exchange-Traded Fund | ||||||
| XDTE × |
−2.43%
−4.31%/yr |
−20.32%/yr
(R2=0.468) |
||||
| Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-10-31? to Fri 2025-05-23 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VFINX × |
$10,000.00
2024-10-31 |
$10,242.09
2025-05-23 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SPYI × |
$10,000.00
2024-10-31 |
$10,268.79
2025-05-23 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| XPAY × |
$10,000.00
2024-10-31 |
$10,208.76
2025-05-23 |
||||
| Roundhill ETF Trust Exchange-Traded Fund | ||||||
| XDTE × |
$10,000.00
2024-10-31 |
$9,756.68
2025-05-23 |
||||
| Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
| Year | VFINX | SPYI | XPAY | XDTE |
|---|---|---|---|---|
| 2025 (YTD) | −0.87% | +0.20% | −1.05% | −4.91% |
| 2024 | +24.84% | +19.03% | +3.17% | +16.38% |
| 2023 | +26.12% | +18.10% | — | — |
| 2022 | −18.24% | −2.45% | — | — |
| 2021 | +28.53% | — | — | — |
| 2020 | +18.74% | — | — | — |
| 2019 | +31.33% | — | — | — |
| 2018 | −4.55% | — | — | — |
| 2017 | +21.66% | — | — | — |
| 2016 | +11.83% | — | — | — |
| 2015 | +1.23% | — | — | — |
| 2014 | +13.52% | — | — | — |
| 2013 | +32.17% | — | — | — |
| 2012 | +15.82% | — | — | — |
| 2011 | +1.96% | — | — | — |
| 2010 | +14.91% | — | — | — |
| 2009 | +26.52% | — | — | — |
| 2008 | −37.02% | — | — | — |
| 2007 | +5.39% | — | — | — |
| 2006 | +15.64% | — | — | — |
| 2005 | +4.77% | — | — | — |
| 2004 | +10.74% | — | — | — |
| 2003 | +28.50% | — | — | — |
| 2002 | −22.17% | — | — | — |
| 2001 | −12.03% | — | — | — |
| 2000 | −9.05% | — | — | — |
| 1999 | +21.08% | — | — | — |
| 1998 | +28.62% | — | — | — |
| 1997 | +33.18% | — | — | — |
| 1996 | +22.87% | — | — | — |
| 1995 | +37.45% | — | — | — |
| 1994 | +1.18% | — | — | — |
| 1993 | +10.15% | — | — | — |
| 1992 | +8.24% | — | — | — |
| 1991 | +32.05% | — | — | — |
| 1990 | −3.33% | — | — | — |
| 1989 | +28.38% | — | — | — |
| 1988 | +14.91% | — | — | — |
| 1987 | +3.97% | — | — | — |
| 1986 | +9.30% | — | — | — |
| 1985 | +22.60% | — | — | — |
| 1984 | +3.67% | — | — | — |
| 1983 | +17.07% | — | — | — |
| 1982 | +19.25% | — | — | — |
| 1981 | −8.55% | — | — | — |
| 1980 | +27.89% | — | — | — |
| 1979 | −2.07% | — | — | — |
| Thu 2024-10-31? to Fri 2025-05-23 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VFINX × | −5.25% |
−18.76%
2025-04-08 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| SPYI × | −3.86% |
−16.47%
2025-04-08 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| XPAY × | −5.09% |
−18.20%
2025-04-08 |
||||
| Roundhill ETF Trust Exchange-Traded Fund | ||||||
| XDTE × | −8.84% |
−19.09%
2025-04-21 |
||||
| Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||