Performance analysis of SPYI (NEOS S&P 500(R) HIGH INCOME ETF)
Annual Return
Over the past 3 years, SPYI has had an average annual return of +15.13%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Aug 30, 2022, SPYI has had an average annual return of +15.10%, underperforming the benchmark SPY, which returned +19.22% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.03% | +16.66% | +19.05% | +18.12% | -2.44% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.36% | -0.18% | -4.25% | +7.21% | +3.87% | -0.50% | +0.64% | +8.03% | |||||
| 2025 | +2.39% | -0.56% | -4.60% | -0.41% | +4.90% | +3.69% | +2.21% | +2.05% | +2.70% | +2% | +0.73% | +0.74% | +16.66% |
| 2024 | +1.76% | +3.41% | +2.33% | -3.37% | +3.94% | +2.17% | +1.17% | +2.45% | +1.68% | -0.25% | +4.38% | -1.83% | +19.05% |
| 2023 | +4.14% | -0.81% | +3.13% | +2.26% | +1.32% | +3.77% | +2.18% | -0.67% | -3.96% | -1.29% | +4.73% | +2.34% | +18.12% |
| 2022 | -0.51% | -7.78% | +5.79% | +4.74% | -4.03% | -2.44% |
Drawdown analysis of SPYI (NEOS S&P 500(R) HIGH INCOME ETF)
The maximum drawdown for the SPYI was -16.46%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.
The current SPYI drawdown is -0.58%.
Since Aug 30, 2022 SPYI has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.46% | Feb 19, 2025 | 34 | Apr 8, 2025 | 53 | Jun 25, 2025 | 87 |
| -10.18% | Sep 12, 2022 | 14 | Sep 30, 2022 | 84 | Feb 1, 2023 | 98 |
| -7.71% | Feb 25, 2026 | 23 | Mar 30, 2026 | 11 | Apr 15, 2026 | 34 |
| -7.54% | Jul 28, 2023 | 64 | Oct 27, 2023 | 32 | Dec 13, 2023 | 96 |
| -6.60% | Jul 16, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
| -6.03% | Feb 6, 2023 | 23 | Mar 10, 2023 | 23 | Apr 13, 2023 | 46 |
| -4.65% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -3.96% | Nov 12, 2025 | 6 | Nov 20, 2025 | 5 | Nov 28, 2025 | 11 |
| -3.83% | Jun 2, 2026 | 6 | Jun 10, 2026 | 20 | Jul 10, 2026 | 26 |
| -3.50% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.11% | Dec 6, 2024 | 22 | Jan 10, 2025 | 7 | Jan 22, 2025 | 29 |
| -2.32% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -2.15% | Feb 2, 2026 | 3 | Feb 5, 2026 | 13 | Feb 25, 2026 | 16 |
| -2.09% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -1.86% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -1.81% | May 1, 2023 | 3 | May 4, 2023 | 9 | May 17, 2023 | 12 |
| -1.76% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -1.72% | Jul 28, 2025 | 4 | Aug 1, 2025 | 5 | Aug 8, 2025 | 9 |
| -1.68% | Oct 29, 2025 | 6 | Nov 6, 2025 | 4 | Nov 12, 2025 | 10 |
| -1.66% | Apr 18, 2023 | 6 | Apr 26, 2023 | 2 | Apr 28, 2023 | 8 |
| -1.42% | May 18, 2023 | 4 | May 24, 2023 | 2 | May 26, 2023 | 6 |
| -1.40% | Aug 30, 2022 | 4 | Sep 6, 2022 | 1 | Sep 7, 2022 | 5 |
| -1.36% | Jul 15, 2026 | 3 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -1.16% | Dec 28, 2023 | 4 | Jan 4, 2024 | 2 | Jan 8, 2024 | 6 |
| -1.13% | Jan 23, 2025 | 7 | Feb 3, 2025 | 3 | Feb 6, 2025 | 10 |