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 Fri 2025-03-28 YTD
Return
TRR
Price
SPY
×
−6.14%
2025-03-28
10.13 TRR
2025-03-28
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
−4.68%
2025-03-28
1.227 TRR
2025-03-28
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

SPY,SPYI - Total Real Return Chart
Date
--
SPY
--
SPY (Trendline)
--
SPYI
--
SPYI (Trendline)
--
Tue 2022-08-30? to Fri 2025-03-28 Overall
Return
Exponential
Trendline
SPY
×
+34.45%
+12.18%/yr
+20.68%/yr
(R2=0.943)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
+22.67%
+8.26%/yr
+13.76%/yr
(R2=0.942)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Fri 2025-03-28 Start
Value
End
Value
SPY
×
$10,000.00
2022-08-30
$13,445.45
2025-03-28
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
$10,000.00
2022-08-30
$12,267.46
2025-03-28
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year SPY SPYI
2025 (YTD) −6.14% −4.68%
2024 +21.39% +15.71%
2023 +22.09% +14.27%
2022 −23.14% −2.65%
2021 +20.26%
2020 +16.74%
2019 +28.29%
2018 −6.35%
2017 +19.19%
2016 +9.73%
2015 +0.49%
2014 +12.61%
2013 +30.35%
2012 +14.01%
2011 −1.05%
2010 +13.36%
2009 +23.00%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.82%
2002 −23.40%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.25%
1996 +18.57%
1995 +34.63%
1994 −2.23%
1993 +6.29%

Drawdowns

SPY,SPYI - Total Real Return Drawdowns Chart
Date
--
SPY
--
SPYI
--
Tue 2022-08-30? to Fri 2025-03-28 Current
Drawdown
Worst
Drawdown
SPY
×
−9.39% −13.13%
2022-10-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
−7.68% −10.37%
2022-10-12
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund