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 +1.34% over the past year and −1.91% YTD, with dividends reinvested. Since Aug. 30, 2022, BNDI is up +2.54% in real purchasing-power return, or +0.65%/yr, and is currently −3.18% below its real total-return high on Feb. 27, 2026.

Data ending Thu Jul. 2, 2026

Tue 2022-08-30💬 to Thu 2026-07-02 YTD
Return
1 Year
Return
BNDI
×
−1.91%
2026-07-02
+1.34%
2026-07-02
SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF Exchange-Traded Fund

Returns

Tue 2022-08-30💬 to Thu 2026-07-02 Overall
Return
Exponential
Trendline
BNDI
×
+2.54%
+0.65%/yr
+2.11%/yr
(R2=0.588)
SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30💬 to Thu 2026-07-02 Start
Value
End
Value
BNDI
×
$10,000.00
2022-08-30
$10,253.63
2026-07-02
SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF Exchange-Traded Fund

Annual Returns

Year BNDI
2026 (YTD) −1.91%
2025 +5.15%
2024 −1.11%
2023 +3.43%
2022 −2.81%

Drawdowns

Tue 2022-08-30💬 to Thu 2026-07-02 Current
Drawdown
Worst
Drawdown
BNDI
×
−3.18%
from 2026-02-27 peak
−8.82%
2023-10-19
from 2023-01-18 peak
SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year
2
Years
3
Years
5
Years
10
Years
BNDI
×
+1.34% +5.31%
+2.62%/yr
+5.08%
+1.66%/yr
SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF Exchange-Traded Fund