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

Total Real Returns

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

Tue 2022-08-30? to Wed 2025-07-02 YTD
Return
TRR
Price
SPLG
×
+4.35%
2025-07-02
4.549 TRR
2025-07-02
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SPYI
×
+3.44%
2025-07-02
1.331 TRR
2025-07-02
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Wed 2025-07-02 Overall
Return
Exponential
Trendline
SPLG
×
+49.77%
+15.29%/yr
+18.64%/yr
(R2=0.911)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SPYI
×
+33.15%
+10.61%/yr
+12.42%/yr
(R2=0.907)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Wed 2025-07-02 Start
Value
End
Value
SPLG
×
$10,000.00
2022-08-30
$14,977.42
2025-07-02
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2022-08-30
$13,314.87
2025-07-02
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year SPLG SPYI
2025 (YTD) +4.35% +3.44%
2024 +21.51% +15.72%
2023 +22.13% +14.28%
2022 −23.07% −2.66%
2021 +20.31%
2020 +16.90%
2019 +29.04%
2018 −6.56%
2017 +18.82%
2016 +9.55%
2015 +0.40%
2014 +12.86%
2013 +31.17%
2012 +13.22%
2011 −1.26%
2010 +14.23%
2009 +23.79%
2008 −36.95%
2007 +1.57%
2006 +11.76%
2005 +2.87%

Drawdowns

Tue 2022-08-30? to Wed 2025-07-02 Current
Drawdown
Worst
Drawdown
SPLG
×
0.00% −19.09%
2025-04-08
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SPYI
×
0.00% −16.85%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund