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 Mon 2025-03-24 YTD
Return
TRR
Price
SPY
×
−3.00%
2025-03-24
10.47 TRR
2025-03-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
−1.59%
2025-03-24
1.267 TRR
2025-03-24
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY
×
−2.59%
2025-03-24
1.168 TRR
2025-03-24
ProShares S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
−2.19%
2025-03-24
1.121 TRR
2025-03-24
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Mon 2025-03-24 Overall
Return
Exponential
Trendline
SPY
×
+10.14%
+9.67%/yr
+17.50%/yr
(R2=0.744)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
+8.86%
+8.45%/yr
+14.60%/yr
(R2=0.772)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY
×
+10.26%
+9.79%/yr
+16.63%/yr
(R2=0.754)
ProShares S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
+12.09%
+11.53%/yr
+20.10%/yr
(R2=0.775)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Mon 2025-03-24 Start
Value
End
Value
SPY
×
$10,000.00
2024-03-07
$11,013.53
2025-03-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
$10,000.00
2024-03-07
$10,885.77
2025-03-24
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY
×
$10,000.00
2024-03-07
$11,025.77
2025-03-24
ProShares S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$11,208.71
2025-03-24
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Annual Returns

Year SPY SPYI ISPY XDTE
2025 (YTD) −3.00% −1.59% −2.59% −2.19%
2024 +21.39% +15.71% +17.98% +14.60%
2023 +22.09% +14.26% +1.68%
2022 −23.14% −2.65%
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 −1.04%
2010 +13.36%
2009 +23.01%
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 +31.24%
1996 +18.56%
1995 +34.64%
1994 −2.23%
1993 +6.29%

Drawdowns

Thu 2024-03-07? to Mon 2025-03-24 Current
Drawdown
Worst
Drawdown
SPY
×
−6.36% −10.25%
2025-03-13
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI
×
−4.67% −8.56%
2025-03-13
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY
×
−5.96% −9.05%
2025-03-13
ProShares S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
−5.89% −10.31%
2025-03-13
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund