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

Total Real Returns

O,VNQ,SPYI,GPIX,FDVV,VYM: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2023-10-26? to Tue 2026-01-13 YTD
Return
TRR
Price
O
×
+4.98%
2026-01-13
23.69 TRR
2026-01-13
Realty Income Corporation NYSE Common Stock
VNQ
×
+1.72%
2026-01-13
2.653 TRR
2026-01-13
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund
SPYI
×
+1.12%
2026-01-13
1.479 TRR
2026-01-13
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
+1.39%
2026-01-13
1.546 TRR
2026-01-13
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
FDVV
×
+0.92%
2026-01-13
2.359 TRR
2026-01-13
Fidelity High Dividend ETF Exchange-Traded Fund
VYM
×
+2.74%
2026-01-13
3.276 TRR
2026-01-13
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2023-10-26? to Tue 2026-01-13 Overall
Return
Exponential
Trendline
O
×
+28.15%
+11.83%/yr
+6.86%/yr
(R2=0.423)
Realty Income Corporation NYSE Common Stock
VNQ
×
+29.11%
+12.21%/yr
+5.82%/yr
(R2=0.352)
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund
SPYI
×
+44.80%
+18.17%/yr
+13.35%/yr
(R2=0.864)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
+54.61%
+21.71%/yr
+14.94%/yr
(R2=0.857)
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
FDVV
×
+55.81%
+22.14%/yr
+16.02%/yr
(R2=0.858)
Fidelity High Dividend ETF Exchange-Traded Fund
VYM
×
+48.95%
+19.68%/yr
+13.53%/yr
(R2=0.859)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-26? to Tue 2026-01-13 Start
Value
End
Value
O
×
$10,000.00
2023-10-26
$12,814.80
2026-01-13
Realty Income Corporation NYSE Common Stock
VNQ
×
$10,000.00
2023-10-26
$12,910.58
2026-01-13
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund
SPYI
×
$10,000.00
2023-10-26
$14,479.85
2026-01-13
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
$10,000.00
2023-10-26
$15,460.62
2026-01-13
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
FDVV
×
$10,000.00
2023-10-26
$15,580.95
2026-01-13
Fidelity High Dividend ETF Exchange-Traded Fund
VYM
×
$10,000.00
2023-10-26
$14,894.54
2026-01-13
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year O VNQ SPYI GPIX FDVV VYM
2026 (YTD) +4.98% +1.72% +1.12% +1.39% +0.92% +2.74%
2025 +9.30% +0.56% +13.64% +13.23% +14.05% +12.42%
2024 −4.85% +1.87% +15.70% +18.37% +18.40% +14.30%
2023 −7.64% +8.22% +14.26% +13.78% +14.15% +3.14%
2022 −13.00% −30.73% −2.64% −10.02% −6.50%
2021 +15.93% +31.30% +20.75% +17.90%
2020 −12.66% −5.89% +1.41% −0.21%
2019 +18.56% +26.03% +21.31% +21.30%
2018 +13.78% −7.78% −3.10% −7.68%
2017 +1.54% +2.72% +11.58% +14.01%
2016 +13.45% +6.37% +4.94% +14.66%
2015 +12.54% +1.69% −0.44%
2014 +33.37% +29.44% +12.68%
2013 −3.77% +0.78% +28.15%
2012 +18.27% +15.63% +10.76%
2011 +4.45% +5.50% +7.37%
2010 +37.27% +26.52% +12.55%
2009 +17.58% +26.68% +14.09%
2008 −8.31% −37.05% −31.99%
2007 −0.79% −19.79% −2.61%
2006 +32.74% +31.95% +2.75%
2005 −12.42% +8.24%
2004 +29.62% +15.72%
2003 +19.41%
2002 +24.51%
2001 +26.18%
2000 +28.38%
1999 −11.51%
1998 +3.93%
1997 +12.83%
1996 +11.03%
1995 +42.64%
1994 +9.84%

Drawdowns

Thu 2023-10-26? to Tue 2026-01-13 Current
Drawdown
Worst
Drawdown
O
×
−4.47% −19.31%
2024-12-19
Realty Income Corporation NYSE Common Stock
VNQ
×
−6.73% −18.64%
2025-04-08
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund
SPYI
×
−0.15% −16.85%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
−0.15% −17.86%
2025-04-08
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
FDVV
×
0.00% −16.86%
2025-04-08
Fidelity High Dividend ETF Exchange-Traded Fund
VYM
×
−0.04% −14.85%
2025-04-08
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund