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 −4.49% over the past year and −5.14% YTD, with dividends reinvested. Since Aug. 30, 2022, BNDI is down −0.85% in real purchasing-power return, or −0.21%/yr, and is currently −6.37% below its real total-return high on Feb. 27, 2026.

Data ending Wed Oct. 14, 2026

Growth of $10,000

Tue 2022-08-30💬 to Wed 2026-10-14 Overall
Return
Exponential
Trendline
BNDI
×
−0.85%
−0.21%/yr
+1.90%/yr
R2=0.563
SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2022-08-30💬 to Wed 2026-10-14 Start
Value
End
Value
BNDI
×
$10,000.00
2022-08-30
$9,914.67
2026-10-14

This Year’s Performance

through 2026-10-14

  YTD YoY
BNDI
×
−5.14% −4.49%

Drawdowns

  Current
Drawdown
Worst
Drawdown
BNDI
×
−6.37%
on 2026-10-14
from 2026-02-27 peak
−8.82%
on 2023-10-19
from 2023-01-18 peak

Rolling Returns

Period ending Wed 2026-10-14 1 yr 2 yr 3 yr 5 yr 10 yr
BNDI
×
−4.49% −1.73%
−0.87%/yr
+6.05%
+1.98%/yr
— —

Annual Returns

Year BNDI
2026 (YTD) −5.14%
2025 +5.15%
2024 −1.11%
2023 +3.43%
2022 −2.81%