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 +11.79% over the past year and +7.71% YTD, with dividends reinvested. Since Aug. 30, 2022, SPYI is up +57.51% in real purchasing-power return, or +11.64%/yr, and is currently −0.57% below its real total-return high on Oct. 6, 2026.

Data ending Thu Oct. 15, 2026

Growth of $10,000

Tue 2022-08-30💬 to Thu 2026-10-15 Overall
Return 		Exponential
Trendline
SPYI × 		+57.51%
+11.64%/yr 		+13.02%/yr
R2=0.965
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2022-08-30💬 to Thu 2026-10-15 Start
Value 		End
Value
SPYI × 		$10,000.00
2022-08-30 		$15,750.86
2026-10-15

This Year’s Performance

through 2026-10-15

  YTD YoY
SPYI × 		+7.71% +11.79%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPYI × 		−0.57%
on 2026-10-15
from 2026-10-06 peak 		−16.85%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Thu 2026-10-15 1 yr 2 yr 3 yr 5 yr 10 yr
SPYI × 		+11.79% +24.04%
+11.38%/yr 		+48.89%
+14.19%/yr 		— —

Annual Returns

Year SPYI
2026 (YTD) +7.71%
2025 +13.63%
2024 +15.70%
2023 +14.27%
2022 −2.66%