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 2025-06-06 YTD
Return
TRR
Price
SPY
×
+0.65%
2025-06-06
10.86 TRR
2025-06-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
−3.50%
2025-06-06
1.106 TRR
2025-06-06
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
+0.93%
2025-06-06
1.299 TRR
2025-06-06
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Fri 2025-06-06 Overall
Return
Exponential
Trendline
SPY
×
+14.27%
+11.28%/yr
+9.63%/yr
(R2=0.364)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
+10.59%
+8.40%/yr
+8.79%/yr
(R2=0.244)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
+11.64%
+9.22%/yr
+8.38%/yr
(R2=0.403)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Fri 2025-06-06 Start
Value
End
Value
SPY
×
$10,000.00
2024-03-07
$11,427.21
2025-06-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$11,059.18
2025-06-06
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2024-03-07
$11,164.31
2025-06-06
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year SPY XDTE SPYI
2025 (YTD) +0.65% −3.50% +0.93%
2024 +21.39% +14.61% +15.71%
2023 +22.09% +14.27%
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 +12.62%
2013 +30.35%
2012 +14.01%
2011 −1.04%
2010 +13.35%
2009 +23.01%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.36%
2004 +7.20%
2003 +25.82%
2002 −23.41%
2001 −13.11%
2000 −12.70%
1999 +17.25%
1998 +26.65%
1997 +31.23%
1996 +18.57%
1995 +34.63%
1994 −2.22%
1993 +6.29%

Drawdowns

Thu 2024-03-07? to Fri 2025-06-06 Current
Drawdown
Worst
Drawdown
SPY
×
−2.84% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
−7.14% −20.03%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
−2.22% −16.85%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund