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

Total Real Returns

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

Thu 2023-10-26? to Mon 2025-06-30 YTD
Return
TRR
Price
SPYI
×
+3.11%
2025-06-30
1.327 TRR
2025-06-30
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
+3.00%
2025-06-30
1.387 TRR
2025-06-30
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
+3.92%
2025-06-30
11.22 TRR
2025-06-30
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Thu 2023-10-26? to Mon 2025-06-30 Overall
Return
Exponential
Trendline
SPYI
×
+29.93%
+16.88%/yr
+11.53%/yr
(R2=0.702)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
+38.74%
+21.54%/yr
+13.67%/yr
(R2=0.697)
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
+46.37%
+25.48%/yr
+15.77%/yr
(R2=0.683)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-26? to Mon 2025-06-30 Start
Value
End
Value
SPYI
×
$10,000.00
2023-10-26
$12,992.51
2025-06-30
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
$10,000.00
2023-10-26
$13,873.57
2025-06-30
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
$10,000.00
2023-10-26
$14,636.83
2025-06-30
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year SPYI GPIX SPY
2025 (YTD) +3.11% +3.00% +3.92%
2024 +15.69% +18.35% +21.39%
2023 +14.28% +13.81% +22.09%
2022 −2.66% −23.14%
2021 +20.26%
2020 +16.74%
2019 +28.29%
2018 −6.36%
2017 +19.19%
2016 +9.72%
2015 +0.50%
2014 +12.62%
2013 +30.35%
2012 +14.01%
2011 −1.04%
2010 +13.36%
2009 +23.00%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.81%
2002 −23.41%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.57%
1995 +34.64%
1994 −2.22%
1993 +6.28%

Drawdowns

Thu 2023-10-26? to Mon 2025-06-30 Current
Drawdown
Worst
Drawdown
SPYI
×
−0.12% −16.85%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
−0.18% −17.87%
2025-04-08
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
0.00% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund