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 2025-11-28 YTD
Return
TRR
Price
SPY
×
+13.75%
2025-11-28
12.28 TRR
2025-11-28
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
+11.99%
2025-11-28
1.441 TRR
2025-11-28
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Fri 2025-11-28 Overall
Return
Exponential
Trendline
SPY
×
+62.95%
+16.23%/yr
+18.51%/yr
(R2=0.938)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
+44.14%
+11.92%/yr
+12.82%/yr
(R2=0.937)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Fri 2025-11-28 Start
Value
End
Value
SPY
×
$10,000.00
2022-08-30
$16,294.86
2025-11-28
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
$10,000.00
2022-08-30
$14,414.34
2025-11-28
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year SPY SPYI
2025 (YTD) +13.75% +11.99%
2024 +21.39% +15.69%
2023 +22.09% +14.28%
2022 −23.14% −2.65%
2021 +20.26%
2020 +16.74%
2019 +28.29%
2018 −6.35%
2017 +19.19%
2016 +9.72%
2015 +0.50%
2014 +12.61%
2013 +30.35%
2012 +14.02%
2011 −1.04%
2010 +13.36%
2009 +23.00%
2008 −36.85%
2007 +1.02%
2006 +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.81%
2002 −23.40%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.23%
1996 +18.57%
1995 +34.62%
1994 −2.21%
1993 +6.29%

Drawdowns

Tue 2022-08-30? to Fri 2025-11-28 Current
Drawdown
Worst
Drawdown
SPY
×
−0.82% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
0.00% −16.85%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund