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

Total Real Returns

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

Thu 2024-02-22? to Thu 2025-04-03 YTD
Return
TRR
Price
SPYI
×
−7.26%
2025-04-03
1.193 TRR
2025-04-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
MSTY
×
−5.88%
2025-04-03
2.774 TRR
2025-04-03
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Thu 2025-04-03 Overall
Return
Exponential
Trendline
SPYI
×
+3.30%
+2.96%/yr
+13.22%/yr
(R2=0.727)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
MSTY
×
+177.36%
+150.37%/yr
+121.12%/yr
(R2=0.686)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Thu 2025-04-03 Start
Value
End
Value
SPYI
×
$10,000.00
2024-02-22
$10,329.92
2025-04-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
MSTY
×
$10,000.00
2024-02-22
$27,736.22
2025-04-03
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SPYI MSTY
2025 (YTD) −7.26% −5.88%
2024 +15.70% +194.68%
2023 +14.26%
2022 −2.65%

Drawdowns

Thu 2024-02-22? to Thu 2025-04-03 Current
Drawdown
Worst
Drawdown
SPYI
×
−10.18% −10.18%
2025-04-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
MSTY
×
−31.81% −41.52%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund