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 +11.70% over the past year and +3.41% YTD, with dividends reinvested. Since Aug. 30, 2022, SPYI is up +51.22% in real purchasing-power return, or +11.19%/yr, and is currently −1.79% below its real total-return high on Jul. 15, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Tue 2022-08-30💬 to Fri 2026-07-24 Overall
Return 		Exponential
Trendline
SPYI × 		+51.22%
+11.19%/yr 		+12.95%/yr
R2=0.958
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2022-08-30💬 to Fri 2026-07-24 Start
Value 		End
Value
SPYI × 		$10,000.00
2022-08-30 		$15,122.18
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
SPYI × 		+3.41% +11.70%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPYI × 		−1.79%
on 2026-07-24
from 2026-07-15 peak 		−16.85%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
SPYI × 		+11.70% +26.32%
+12.39%/yr 		+37.29%
+11.14%/yr 		— —

Annual Returns

Year SPYI
2026 (YTD) +3.41%
2025 +13.63%
2024 +15.70%
2023 +14.27%
2022 −2.66%