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 +13.69% over the past year and +7.50% YTD, with dividends reinvested. Since Aug. 30, 2022, SPYI is up +57.21% in real purchasing-power return, or +11.93%/yr, and is currently −0.25% below its real total-return high on Sep. 3, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Tue 2022-08-30💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
SPYI × 		+57.21%
+11.93%/yr 		+13.01%/yr
R2=0.962
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2022-08-30💬 to Fri 2026-09-04 Start
Value 		End
Value
SPYI × 		$10,000.00
2022-08-30 		$15,720.92
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
SPYI × 		+7.50% +13.69%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPYI × 		−0.25%
on 2026-09-04
from 2026-09-03 peak 		−16.85%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
SPYI × 		+13.69% +29.01%
+13.58%/yr 		+43.44%
+12.78%/yr 		— —

Annual Returns

Year SPYI
2026 (YTD) +7.50%
2025 +13.63%
2024 +15.70%
2023 +14.27%
2022 −2.66%