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

Total Real Returns

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

Thu 2024-02-29? to Wed 2026-04-01 YTD
Return
TRR
Price
SPYI
×
−3.61%
2026-04-01
1.409 TRR
2026-04-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ULTY
×
−5.37%
2026-04-01
0.8645 TRR
2026-04-01
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-29? to Wed 2026-04-01 Overall
Return
Exponential
Trendline
SPYI
×
+21.81%
+9.92%/yr
+12.50%/yr
(R2=0.826)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ULTY
×
−13.55%
−6.74%/yr
+1.93%/yr
(R2=0.022)
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Wed 2026-04-01 Start
Value
End
Value
SPYI
×
$10,000.00
2024-02-29
$12,181.06
2026-04-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ULTY
×
$10,000.00
2024-02-29
$8,644.74
2026-04-01
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SPYI ULTY
2026 (YTD) −3.61% −5.37%
2025 +13.63% −7.60%
2024 +15.70% −1.13%
2023 +14.26%
2022 −2.67%

Drawdowns

Thu 2024-02-29? to Wed 2026-04-01 Current
Drawdown
Worst
Drawdown
SPYI
×
−5.01% −16.86%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ULTY
×
−23.58% −27.64%
2025-04-08
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund