All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

CAIE,SPY,SPYI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2025-06-25? to Wed 2026-04-01 YTD
Return
TRR
Price
CAIE
×
−5.50%
2026-04-01
1.083 TRR
2026-04-01
Calamos ETF Trust NYSE Exchange-Traded Fund
SPY
×
−4.68%
2026-04-01
11.79 TRR
2026-04-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
−3.61%
2026-04-01
1.409 TRR
2026-04-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Wed 2025-06-25? to Wed 2026-04-01 Overall
Return
Exponential
Trendline
CAIE
×
+8.25%
+10.89%/yr
+12.09%/yr
(R2=0.506)
Calamos ETF Trust NYSE Exchange-Traded Fund
SPY
×
+7.12%
+9.39%/yr
+11.56%/yr
(R2=0.496)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
+7.28%
+9.60%/yr
+12.76%/yr
(R2=0.648)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Wed 2025-06-25? to Wed 2026-04-01 Start
Value
End
Value
CAIE
×
$10,000.00
2025-06-25
$10,825.01
2026-04-01
Calamos ETF Trust NYSE Exchange-Traded Fund
SPY
×
$10,000.00
2025-06-25
$10,712.49
2026-04-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
$10,000.00
2025-06-25
$10,728.18
2026-04-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year CAIE SPY SPYI
2026 (YTD) −5.50% −4.68% −3.61%
2025 +14.55% +14.65% +13.63%
2024 +21.39% +15.70%
2023 +22.09% +14.26%
2022 −23.15% −2.67%
2021 +20.27%
2020 +16.74%
2019 +28.29%
2018 −6.35%
2017 +19.19%
2016 +9.72%
2015 +0.50%
2014 +12.61%
2013 +30.35%
2012 +14.01%
2011 −1.04%
2010 +13.35%
2009 +23.01%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.36%
2004 +7.21%
2003 +25.81%
2002 −23.40%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.25%
1996 +18.61%
1995 +34.63%
1994 −2.22%
1993 +6.21%

Drawdowns

Wed 2025-06-25? to Wed 2026-04-01 Current
Drawdown
Worst
Drawdown
CAIE
×
−7.18% −8.60%
2026-03-30
Calamos ETF Trust NYSE Exchange-Traded Fund
SPY
×
−6.36% −9.67%
2026-03-30
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
−5.01% −8.21%
2026-03-30
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund