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

Total Real Returns

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

Thu 2024-03-07? to Mon 2025-02-03 YTD
Return
TRR
Price
SPY
×
+2.40%
2025-02-03
10.98 TRR
2025-02-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
+2.59%
2025-02-03
1.167 TRR
2025-02-03
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
+1.53%
2025-02-03
1.307 TRR
2025-02-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPYT
×
+1.59%
2025-02-03
1.126 TRR
2025-02-03
Tidal Trust II Defiance S&P 500 Exchange-Traded Fund

Returns

Thu 2024-03-07? to Mon 2025-02-03 Overall
Return
Exponential
Trendline
SPY
×
+15.50%
+17.12%/yr
+22.80%/yr
(R2=0.888)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
+16.74%
+18.50%/yr
+26.17%/yr
(R2=0.910)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
+12.30%
+13.57%/yr
+18.41%/yr
(R2=0.889)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPYT
×
+12.57%
+13.86%/yr
+18.90%/yr
(R2=0.867)
Tidal Trust II Defiance S&P 500 Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Mon 2025-02-03 Start
Value
End
Value
SPY
×
$10,000.00
2024-03-07
$11,550.07
2025-02-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$11,674.08
2025-02-03
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2024-03-07
$11,229.99
2025-02-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPYT
×
$10,000.00
2024-03-07
$11,256.64
2025-02-03
Tidal Trust II Defiance S&P 500 Exchange-Traded Fund

Annual Returns

Year SPY XDTE SPYI SPYT
2025 (YTD) +2.40% +2.59% +1.53% +1.59%
2024 +21.39% +14.61% +15.71% +11.33%
2023 +22.09% +14.26%
2022 −23.15% −2.65%
2021 +20.26%
2020 +16.74%
2019 +28.29%
2018 −6.36%
2017 +19.19%
2016 +9.73%
2015 +0.50%
2014 +12.61%
2013 +30.35%
2012 +14.02%
2011 −1.05%
2010 +13.36%
2009 +23.01%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.36%
2004 +7.20%
2003 +25.81%
2002 −23.41%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.57%
1995 +34.61%
1994 −2.21%
1993 +6.28%

Drawdowns

Thu 2024-03-07? to Mon 2025-02-03 Current
Drawdown
Worst
Drawdown
SPY
×
−2.05% −8.47%
2024-08-05
SPDR S&P 500 ETF Trust Exchange-Traded Fund
XDTE
×
−1.98% −6.98%
2024-08-05
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
−1.20% −6.68%
2024-08-05
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPYT
×
−1.95% −8.21%
2024-08-05
Tidal Trust II Defiance S&P 500 Exchange-Traded Fund