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

Total Real Returns

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

Tue 2022-08-30? to Fri 2025-11-28 YTD
Return
TRR
Price
SPYI
×
+11.99%
2025-11-28
1.441 TRR
2025-11-28
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
CEFS
×
+10.12%
2025-11-28
1.896 TRR
2025-11-28
Saba Closed-End Funds ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Fri 2025-11-28 Overall
Return
Exponential
Trendline
SPYI
×
+44.14%
+11.92%/yr
+12.82%/yr
(R2=0.937)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
CEFS
×
+49.77%
+13.25%/yr
+17.01%/yr
(R2=0.934)
Saba Closed-End Funds ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Fri 2025-11-28 Start
Value
End
Value
SPYI
×
$10,000.00
2022-08-30
$14,414.34
2025-11-28
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
CEFS
×
$10,000.00
2022-08-30
$14,976.96
2025-11-28
Saba Closed-End Funds ETF Exchange-Traded Fund

Annual Returns

Year SPYI CEFS
2025 (YTD) +11.99% +10.12%
2024 +15.69% +20.05%
2023 +14.28% +17.07%
2022 −2.65% −12.76%
2021 +10.13%
2020 +2.00%
2019 +25.52%
2018 −12.20%
2017 +13.42%

Drawdowns

Tue 2022-08-30? to Fri 2025-11-28 Current
Drawdown
Worst
Drawdown
SPYI
×
0.00% −16.85%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
CEFS
×
−0.18% −13.76%
2025-04-07
Saba Closed-End Funds ETF Exchange-Traded Fund