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 2026-01-23 YTD
Return
TRR
Price
SPY
×
+0.92%
2026-01-23
12.49 TRR
2026-01-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
+0.84%
2026-01-23
1.475 TRR
2026-01-23
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Fri 2026-01-23 Overall
Return
Exponential
Trendline
SPY
×
+65.75%
+16.02%/yr
+18.58%/yr
(R2=0.945)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
+47.49%
+12.11%/yr
+13.09%/yr
(R2=0.944)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Fri 2026-01-23 Start
Value
End
Value
SPY
×
$10,000.00
2022-08-30
$16,574.80
2026-01-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
$10,000.00
2022-08-30
$14,748.67
2026-01-23
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year SPY SPYI
2026 (YTD) +0.92% +0.84%
2025 +14.65% +13.64%
2024 +21.39% +15.70%
2023 +22.09% +14.28%
2022 −23.15% −2.67%
2021 +20.27%
2020 +16.74%
2019 +28.29%
2018 −6.35%
2017 +19.19%
2016 +9.73%
2015 +0.50%
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 +25.81%
2002 −23.41%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.25%
1996 +18.56%
1995 +34.65%
1994 −2.23%
1993 +6.29%

Drawdowns

Tue 2022-08-30? to Fri 2026-01-23 Current
Drawdown
Worst
Drawdown
SPY
×
−0.93% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
−0.44% −16.85%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund