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

Total Real Returns

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

Tue 2022-08-30? to Tue 2025-02-04 YTD
Return
TRR
Price
SPY
×
+2.40%
2025-02-04
11.05 TRR
2025-02-04
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
+2.10%
2025-02-04
1.314 TRR
2025-02-04
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Tue 2025-02-04 Overall
Return
Exponential
Trendline
SPY
×
+46.69%
+17.05%/yr
+21.56%/yr
(R2=0.949)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
+31.40%
+11.87%/yr
+14.21%/yr
(R2=0.945)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Tue 2025-02-04 Start
Value
End
Value
SPY
×
$10,000.00
2022-08-30
$14,668.97
2025-02-04
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
$10,000.00
2022-08-30
$13,140.31
2025-02-04
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year SPY SPYI
2025 (YTD) +2.40% +2.10%
2024 +21.39% +15.68%
2023 +22.09% +14.28%
2022 −23.15% −2.65%
2021 +20.26%
2020 +16.74%
2019 +28.29%
2018 −6.36%
2017 +19.19%
2016 +9.73%
2015 +0.50%
2014 +12.61%
2013 +30.35%
2012 +14.02%
2011 −1.05%
2010 +13.36%
2009 +23.01%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.36%
2004 +7.20%
2003 +25.81%
2002 −23.41%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.57%
1995 +34.61%
1994 −2.21%
1993 +6.28%

Drawdowns

Tue 2022-08-30? to Tue 2025-02-04 Current
Drawdown
Worst
Drawdown
SPY
×
−1.40% −13.13%
2022-10-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
−0.66% −10.35%
2022-10-12
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund