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

Total Real Returns

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

Thu 2024-03-07? to Fri 2025-05-16 YTD
Return
TRR
Price
SPY
×
−0.05%
2025-05-16
10.79 TRR
2025-05-16
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
−4.20%
2025-05-16
1.098 TRR
2025-05-16
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
−0.08%
2025-05-16
1.286 TRR
2025-05-16
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Fri 2025-05-16 Overall
Return
Exponential
Trendline
SPY
×
+13.48%
+11.20%/yr
+9.93%/yr
(R2=0.348)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
+9.79%
+8.16%/yr
+9.89%/yr
(R2=0.267)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
+10.51%
+8.76%/yr
+8.61%/yr
(R2=0.383)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Fri 2025-05-16 Start
Value
End
Value
SPY
×
$10,000.00
2024-03-07
$11,347.92
2025-05-16
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$10,979.21
2025-05-16
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2024-03-07
$11,051.46
2025-05-16
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year SPY XDTE SPYI
2025 (YTD) −0.05% −4.20% −0.08%
2024 +21.39% +14.60% +15.68%
2023 +22.09% +14.27%
2022 −23.15% −2.64%
2021 +20.27%
2020 +16.74%
2019 +28.29%
2018 −6.35%
2017 +19.18%
2016 +9.73%
2015 +0.50%
2014 +12.61%
2013 +30.35%
2012 +14.02%
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 −23.40%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.23%
1996 +18.57%
1995 +34.64%
1994 −2.22%
1993 +6.28%

Drawdowns

Thu 2024-03-07? to Fri 2025-05-16 Current
Drawdown
Worst
Drawdown
SPY
×
−3.52% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
−7.82% −20.02%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
−3.22% −16.86%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund