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

Total Real Returns

QQQI,SPYI,QQQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2024-01-30? to Fri 2025-08-01 YTD
Return
TRR
Price
QQQI
×
+4.97%
2025-08-01
1.229 TRR
2025-08-01
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+3.59%
2025-08-01
1.333 TRR
2025-08-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQ
×
+6.04%
2025-08-01
6.516 TRR
2025-08-01
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Tue 2024-01-30? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
QQQI
×
+22.91%
+14.71%/yr
+12.55%/yr
(R2=0.632)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+17.49%
+11.32%/yr
+9.54%/yr
(R2=0.592)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQ
×
+25.28%
+16.18%/yr
+12.68%/yr
(R2=0.520)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Fri 2025-08-01 Start
Value
End
Value
QQQI
×
$10,000.00
2024-01-30
$12,290.53
2025-08-01
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
$10,000.00
2024-01-30
$11,749.30
2025-08-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQ
×
$10,000.00
2024-01-30
$12,527.82
2025-08-01
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year QQQI SPYI QQQ
2025 (YTD) +4.97% +3.59% +6.04%
2024 +17.09% +15.70% +22.06%
2023 +14.29% +49.84%
2022 −2.65% −36.68%
2021 +19.04%
2020 +46.63%
2019 +35.85%
2018 −1.99%
2017 +29.92%
2016 +4.92%
2015 +8.64%
2014 +18.29%
2013 +34.62%
2012 +16.10%
2011 +0.40%
2010 +18.14%
2009 +50.60%
2008 −41.78%
2007 +14.35%
2006 +4.51%
2005 −1.79%
2004 +7.04%
2003 +46.90%
2002 −38.82%
2001 −34.36%
2000 −38.21%
1999 +75.08%

Drawdowns

Tue 2024-01-30? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
QQQI
×
−2.02% −20.37%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
−1.74% −16.86%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQ
×
−2.54% −23.54%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund