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 −3.61% over the past year and −4.85% YTD, with dividends reinvested. Since Aug. 30, 2022, BNDI is down −0.55% in real purchasing-power return, or −0.13%/yr, and is currently −6.08% below its real total-return high on Feb. 27, 2026.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Tue 2022-08-30💬 to Wed 2026-10-07 Overall
Return 		Exponential
Trendline
BNDI × 		−0.55%
−0.13%/yr 		+1.94%/yr
R2=0.576
SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2022-08-30💬 to Wed 2026-10-07 Start
Value 		End
Value
BNDI × 		$10,000.00
2022-08-30 		$9,945.24
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
BNDI × 		−4.85% −3.61%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BNDI × 		−6.08%
on 2026-10-07
from 2026-02-27 peak 		−8.82%
on 2023-10-19
from 2023-01-18 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
BNDI × 		−3.61% −1.55%
−0.78%/yr 		+7.24%
+2.36%/yr 		— —

Annual Returns

Year BNDI
2026 (YTD) −4.85%
2025 +5.15%
2024 −1.11%
2023 +3.43%
2022 −2.81%