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

Total Real Returns

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

Thu 2024-03-07? to Tue 2025-05-06 YTD
Return
TRR
Price
SPYI
×
−4.00%
2025-05-06
1.236 TRR
2025-05-06
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
−10.02%
2025-05-06
1.031 TRR
2025-05-06
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NFLY
×
+18.07%
2025-05-06
1.97 TRR
2025-05-06
Tidal Trust II Exchange-Traded Fund
MSTY
×
+23.50%
2025-05-06
3.639 TRR
2025-05-06
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Tue 2025-05-06 Overall
Return
Exponential
Trendline
SPYI
×
+6.18%
+5.29%/yr
+8.97%/yr
(R2=0.388)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
+3.12%
+2.67%/yr
+10.91%/yr
(R2=0.298)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NFLY
×
+65.89%
+54.50%/yr
+56.79%/yr
(R2=0.889)
Tidal Trust II Exchange-Traded Fund
MSTY
×
+144.30%
+115.47%/yr
+104.43%/yr
(R2=0.675)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Tue 2025-05-06 Start
Value
End
Value
SPYI
×
$10,000.00
2024-03-07
$10,618.17
2025-05-06
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$10,311.88
2025-05-06
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NFLY
×
$10,000.00
2024-03-07
$16,589.43
2025-05-06
Tidal Trust II Exchange-Traded Fund
MSTY
×
$10,000.00
2024-03-07
$24,430.13
2025-05-06
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SPYI XDTE NFLY MSTY
2025 (YTD) −4.00% −10.02% +18.07% +23.50%
2024 +15.69% +14.60% +61.71% +194.70%
2023 +14.27% +3.20%
2022 −2.65%

Drawdowns

Thu 2024-03-07? to Tue 2025-05-06 Current
Drawdown
Worst
Drawdown
SPYI
×
−7.02% −16.83%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
−13.42% −19.95%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NFLY
×
−0.78% −16.48%
2025-04-04
Tidal Trust II Exchange-Traded Fund
MSTY
×
−10.53% −41.52%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund