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 −0.26% over the past year and −2.21% YTD, with dividends reinvested. Since Aug. 30, 2022, BNDI is up +2.21% in real purchasing-power return, or +0.55%/yr, and is currently −3.48% below its real total-return high on Feb. 27, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Tue 2022-08-30💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
BNDI × 		+2.21%
+0.55%/yr 		+2.05%/yr
R2=0.603
SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2022-08-30💬 to Fri 2026-09-04 Start
Value 		End
Value
BNDI × 		$10,000.00
2022-08-30 		$10,221.38
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
BNDI × 		−2.21% −0.26%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BNDI × 		−3.48%
on 2026-09-04
from 2026-02-27 peak 		−8.82%
on 2023-10-19
from 2023-01-18 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
BNDI × 		−0.26% +0.30%
+0.15%/yr 		+6.39%
+2.09%/yr 		— —

Annual Returns

Year BNDI
2026 (YTD) −2.21%
2025 +5.15%
2024 −1.11%
2023 +3.43%
2022 −2.81%