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

Total Real Returns

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

Tue 2022-08-30? to Thu 2025-07-03 YTD
Return
TRR
Price
SPYI
×
+3.97%
2025-07-03
1.338 TRR
2025-07-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPY
×
+5.16%
2025-07-03
11.35 TRR
2025-07-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Tue 2022-08-30? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
SPYI
×
+33.80%
+10.79%/yr
+12.43%/yr
(R2=0.907)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPY
×
+50.64%
+15.51%/yr
+18.55%/yr
(R2=0.911)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Thu 2025-07-03 Start
Value
End
Value
SPYI
×
$10,000.00
2022-08-30
$13,379.91
2025-07-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPY
×
$10,000.00
2022-08-30
$15,064.44
2025-07-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year SPYI SPY
2025 (YTD) +3.97% +5.16%
2024 +15.69% +21.39%
2023 +14.27% +22.09%
2022 −2.66% −23.15%
2021 +20.27%
2020 +16.74%
2019 +28.29%
2018 −6.36%
2017 +19.19%
2016 +9.73%
2015 +0.50%
2014 +12.61%
2013 +30.35%
2012 +14.01%
2011 −1.05%
2010 +13.36%
2009 +23.00%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.20%
2003 +25.82%
2002 −23.40%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.56%
1995 +34.63%
1994 −2.20%
1993 +6.28%

Drawdowns

Tue 2022-08-30? to Thu 2025-07-03 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
SPY
×
0.00% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund