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

Total Real Returns

XYLD,SPY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Mon 2013-06-24? to Mon 2025-05-05 YTD
Return
TRR
Price
XYLD
×
−6.19%
2025-05-05
1.699 TRR
2025-05-05
Global X S&P 500 Covered Call ETF Exchange-Traded Fund
SPY
×
−5.04%
2025-05-05
10.25 TRR
2025-05-05
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Mon 2013-06-24? to Mon 2025-05-05 Overall
Return
Exponential
Trendline
XYLD
×
+69.87%
+4.57%/yr
+3.71%/yr
(R2=0.784)
Global X S&P 500 Covered Call ETF Exchange-Traded Fund
SPY
×
+221.27%
+10.34%/yr
+9.71%/yr
(R2=0.941)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Mon 2013-06-24? to Mon 2025-05-05 Start
Value
End
Value
XYLD
×
$10,000.00
2013-06-24
$16,987.21
2025-05-05
Global X S&P 500 Covered Call ETF Exchange-Traded Fund
SPY
×
$10,000.00
2013-06-24
$32,127.14
2025-05-05
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year XYLD SPY
2025 (YTD) −6.19% −5.04%
2024 +16.16% +21.39%
2023 +7.51% +22.09%
2022 −17.39% −23.15%
2021 +11.74% +20.27%
2020 −1.90% +16.74%
2019 +18.71% +28.29%
2018 −7.86% −6.36%
2017 +14.09% +19.19%
2016 +5.40% +9.73%
2015 −0.14% +0.50%
2014 +6.80% +12.61%
2013 +14.16% +30.35%
2012 +14.02%
2011 −1.04%
2010 +13.36%
2009 +23.00%
2008 −36.85%
2007 +1.02%
2006 +13.00%
2005 +1.36%
2004 +7.20%
2003 +25.83%
2002 −23.41%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.56%
1995 +34.63%
1994 −2.21%
1993 +6.28%

Drawdowns

Mon 2013-06-24? to Mon 2025-05-05 Current
Drawdown
Worst
Drawdown
XYLD
×
−8.29% −33.45%
2020-03-23
Global X S&P 500 Covered Call ETF Exchange-Traded Fund
SPY
×
−8.33% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund