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 Wed 2025-06-11 YTD
Return
TRR
Price
SPYI
×
+1.24%
2025-06-11
1.303 TRR
2025-06-11
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
−3.12%
2025-06-11
1.11 TRR
2025-06-11
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NFLY
×
+25.24%
2025-06-11
2.089 TRR
2025-06-11
Tidal Trust II Exchange-Traded Fund
MSTY
×
+25.21%
2025-06-11
3.691 TRR
2025-06-11
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Wed 2025-06-11 Overall
Return
Exponential
Trendline
SPYI
×
+11.97%
+9.38%/yr
+8.39%/yr
(R2=0.410)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
+11.02%
+8.63%/yr
+8.67%/yr
(R2=0.244)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NFLY
×
+75.86%
+56.40%/yr
+60.20%/yr
(R2=0.912)
Tidal Trust II Exchange-Traded Fund
MSTY
×
+147.78%
+105.22%/yr
+104.43%/yr
(R2=0.725)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Wed 2025-06-11 Start
Value
End
Value
SPYI
×
$10,000.00
2024-03-07
$11,197.48
2025-06-11
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$11,101.80
2025-06-11
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NFLY
×
$10,000.00
2024-03-07
$17,586.21
2025-06-11
Tidal Trust II Exchange-Traded Fund
MSTY
×
$10,000.00
2024-03-07
$24,778.04
2025-06-11
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SPYI XDTE NFLY MSTY
2025 (YTD) +1.24% −3.12% +25.24% +25.21%
2024 +15.70% +14.60% +61.65% +194.76%
2023 +14.26% +3.21%
2022 −2.67%

Drawdowns

Thu 2024-03-07? to Wed 2025-06-11 Current
Drawdown
Worst
Drawdown
SPYI
×
−1.95% −16.86%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
−6.78% −20.02%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NFLY
×
−2.08% −16.55%
2025-04-04
Tidal Trust II Exchange-Traded Fund
MSTY
×
−9.28% −41.53%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund