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

Total Real Returns

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

Thu 2024-02-22? to Wed 2025-05-07 YTD
Return
TRR
Price
SPYI
×
−3.69%
2025-05-07
1.239 TRR
2025-05-07
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
NFLY
×
+20.32%
2025-05-07
2.008 TRR
2025-05-07
Tidal Trust II Exchange-Traded Fund
MSTY
×
+25.85%
2025-05-07
3.709 TRR
2025-05-07
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Wed 2025-05-07 Overall
Return
Exponential
Trendline
SPYI
×
+7.28%
+6.01%/yr
+9.08%/yr
(R2=0.418)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
NFLY
×
+72.08%
+56.92%/yr
+55.47%/yr
(R2=0.892)
Tidal Trust II Exchange-Traded Fund
MSTY
×
+270.88%
+196.85%/yr
+113.06%/yr
(R2=0.705)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Wed 2025-05-07 Start
Value
End
Value
SPYI
×
$10,000.00
2024-02-22
$10,728.09
2025-05-07
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
NFLY
×
$10,000.00
2024-02-22
$17,207.55
2025-05-07
Tidal Trust II Exchange-Traded Fund
MSTY
×
$10,000.00
2024-02-22
$37,088.44
2025-05-07
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SPYI NFLY MSTY
2025 (YTD) −3.69% +20.32% +25.85%
2024 +15.71% +61.71% +194.70%
2023 +14.27% +3.19%
2022 −2.67%

Drawdowns

Thu 2024-02-22? to Wed 2025-05-07 Current
Drawdown
Worst
Drawdown
SPYI
×
−6.70% −16.83%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
NFLY
×
0.00% −16.53%
2025-04-04
Tidal Trust II Exchange-Traded Fund
MSTY
×
−8.82% −41.52%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund