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

Total Real Returns

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

SPYI real return snapshot: after CPI-U inflation, SPYI returned +9.40% over the past year and +6.89% YTD, with dividends reinvested. Since Aug. 30, 2022, SPYI is up +56.31% in real purchasing-power return, or +11.28%/yr, and is currently −1.32% below its real total-return high on Oct. 6, 2026.

Data ending Wed Nov. 4, 2026

Growth of $10,000

Tue 2022-08-30💬 to Wed 2026-11-04 Overall
Return 		Exponential
Trendline
SPYI × 		+56.31%
+11.28%/yr 		+13.00%/yr
R2=0.966
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2022-08-30💬 to Wed 2026-11-04 Start
Value 		End
Value
SPYI × 		$10,000.00
2022-08-30 		$15,631.23
2026-11-04

This Year’s Performance

through 2026-11-04

  YTD YoY
SPYI × 		+6.89% +9.40%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPYI × 		−1.32%
on 2026-11-04
from 2026-10-06 peak 		−16.85%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Wed 2026-11-04 1 yr 2 yr 3 yr 5 yr 10 yr
SPYI × 		+9.40% +24.24%
+11.46%/yr 		+47.38%
+13.80%/yr 		— —

Annual Returns

Year SPYI
2026 (YTD) +6.89%
2025 +13.63%
2024 +15.70%
2023 +14.27%
2022 −2.66%