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

Total Real Returns

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

Thu 2024-03-07? to Wed 2025-04-16 YTD
Return
TRR
Price
SPY
×
−11.31%
2025-04-16
9.573 TRR
2025-04-16
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
−9.36%
2025-04-16
1.166 TRR
2025-04-16
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY
×
−12.35%
2025-04-16
1.052 TRR
2025-04-16
ProShares S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
−15.34%
2025-04-16
0.9704 TRR
2025-04-16
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Wed 2025-04-16 Overall
Return
Exponential
Trendline
SPY
×
+0.70%
+0.63%/yr
+12.83%/yr
(R2=0.470)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
+0.27%
+0.24%/yr
+10.85%/yr
(R2=0.495)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY
×
−0.78%
−0.70%/yr
+11.97%/yr
(R2=0.452)
ProShares S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
−2.96%
−2.68%/yr
+14.57%/yr
(R2=0.475)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Wed 2025-04-16 Start
Value
End
Value
SPY
×
$10,000.00
2024-03-07
$10,069.92
2025-04-16
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
$10,000.00
2024-03-07
$10,026.54
2025-04-16
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY
×
$10,000.00
2024-03-07
$9,921.88
2025-04-16
ProShares S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$9,703.74
2025-04-16
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Annual Returns

Year SPY SPYI ISPY XDTE
2025 (YTD) −11.31% −9.36% −12.35% −15.34%
2024 +21.39% +15.71% +18.00% +14.62%
2023 +22.09% +14.28% +1.68%
2022 −23.15% −2.68%
2021 +20.27%
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 +14.02%
2011 −1.04%
2010 +13.36%
2009 +23.01%
2008 −36.85%
2007 +1.01%
2006 +13.01%
2005 +1.35%
2004 +7.20%
2003 +25.82%
2002 −23.41%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.66%
1997 +31.23%
1996 +18.57%
1995 +34.62%
1994 −2.21%
1993 +6.28%

Drawdowns

Thu 2024-03-07? to Wed 2025-04-16 Current
Drawdown
Worst
Drawdown
SPY
×
−14.38% −19.10%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
−12.20% −16.83%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY
×
−15.39% −17.50%
2025-04-08
ProShares S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
−18.53% −18.78%
2025-04-08
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund