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

Thu 2024-03-07? 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
XDTE ×	−9.48% 2025-05-07	1.037 TRR 2025-05-07
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY ×	+25.85% 2025-05-07	3.709 TRR 2025-05-07
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

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Returns

Thu 2024-03-07? to Wed 2025-05-07	Overall Return	Exponential Trendline
SPYI ×	+6.54% +5.58%/yr	+8.89%/yr (R2=0.385)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE ×	+3.74% +3.20%/yr	+10.72%/yr (R2=0.291)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY ×	+148.96% +118.59%/yr	+104.59%/yr (R2=0.678)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2024-03-07? to Wed 2025-05-07	Start Value	End Value
SPYI ×	$10,000.00 2024-03-07	$10,653.87 2025-05-07
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE ×	$10,000.00 2024-03-07	$10,373.67 2025-05-07
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY ×	$10,000.00 2024-03-07	$24,895.94 2025-05-07
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

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Annual Returns

Year	SPYI	XDTE	MSTY
2025 (YTD)	−3.69%	−9.48%	+25.85%
2024	+15.71%	+14.60%	+194.70%
2023	+14.27%	—	—
2022	−2.67%	—	—

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Drawdowns

Thu 2024-03-07? 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
XDTE ×	−12.90%	−19.97% 2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY ×	−8.82%	−41.52% 2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund