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

Total Real Returns

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

BNDI real return snapshot: after CPI-U inflation, BNDI returned +1.30% over the past year and −2.51% YTD, with dividends reinvested. Since Aug. 30, 2022, BNDI is up +1.91% in real purchasing-power return, or +0.49%/yr, and is currently −3.77% below its real total-return high on Feb. 27, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Tue 2022-08-30💬 to Fri 2026-07-24 Overall
Return 		Exponential
Trendline
BNDI × 		+1.91%
+0.49%/yr 		+2.10%/yr
R2=0.596
SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2022-08-30💬 to Fri 2026-07-24 Start
Value 		End
Value
BNDI × 		$10,000.00
2022-08-30 		$10,190.96
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
BNDI × 		−2.51% +1.30%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BNDI × 		−3.77%
on 2026-07-24
from 2026-02-27 peak 		−8.82%
on 2023-10-19
from 2023-01-18 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
BNDI × 		+1.30% +3.70%
+1.83%/yr 		+4.38%
+1.44%/yr 		— —

Annual Returns

Year BNDI
2026 (YTD) −2.51%
2025 +5.15%
2024 −1.11%
2023 +3.43%
2022 −2.81%