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 2025-06-12 YTD
Return
TRR
Price
SPYI
×
+1.48%
2025-06-12
1.306 TRR
2025-06-12
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPY
×
+1.37%
2025-06-12
10.94 TRR
2025-06-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Tue 2022-08-30? to Thu 2025-06-12 Overall
Return
Exponential
Trendline
SPYI
×
+30.61%
+10.06%/yr
+12.48%/yr
(R2=0.903)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPY
×
+45.21%
+14.33%/yr
+18.70%/yr
(R2=0.908)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Thu 2025-06-12 Start
Value
End
Value
SPYI
×
$10,000.00
2022-08-30
$13,060.64
2025-06-12
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPY
×
$10,000.00
2022-08-30
$14,520.90
2025-06-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year SPYI SPY
2025 (YTD) +1.48% +1.37%
2024 +15.70% +21.39%
2023 +14.29% +22.09%
2022 −2.67% −23.14%
2021 +20.26%
2020 +16.74%
2019 +28.29%
2018 −6.35%
2017 +19.19%
2016 +9.72%
2015 +0.50%
2014 +12.61%
2013 +30.35%
2012 +14.01%
2011 −1.05%
2010 +13.36%
2009 +23.01%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.82%
2002 −23.40%
2001 −13.11%
2000 −12.70%
1999 +17.25%
1998 +26.65%
1997 +31.24%
1996 +18.56%
1995 +34.63%
1994 −2.22%
1993 +6.29%

Drawdowns

Tue 2022-08-30? to Thu 2025-06-12 Current
Drawdown
Worst
Drawdown
SPYI
×
−1.69% −16.84%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPY
×
−2.15% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund