The Erosion Index

Every income fund we track, measured three ways: what it paid you, what its share price actually did, and the honest total. Live data — no vibes, no marketing.

The Trade Nobody Advertises

Measuring 12 months of payments and prices across all tracked funds…

Trailing 12 months, per share, split-adjusted. "Paid" is distributions as a percent of the share price 12 months ago; "share price" is the raw price change (the erosion measure); "total return" assumes distributions were reinvested. Funds need a year of price history to be ranked.

How to Read This Honestly

The index isn't an attack on high-yield funds — some of the biggest payers on it hold their value just fine, and a red row can still have delivered a positive total return. The point is the trade: when a fund pays 60% while its share price falls 40%, the real income was the difference, not the headline. Erosion also compounds quietly — a smaller share price means smaller future checks from the same strategy, which is why the highest trailing yields so often belong to funds whose checks are already shrinking (we measure that separately on the payout statistics page).

The mechanics behind all of this — how a fund can send you real cash that's partly your own principal, and how to tell tax-smart return of capital from the destructive kind — are explained in plain English in Return of Capital & NAV Erosion. And if you own one of these funds, the House Money Calculator Payout Impact Calculator Cost Basis Calculator Crash Simulator shows what your position has actually returned — distributions plus today's share value, against what you put in.

Check Your Own Fund's Full Story

Every payment ever made, charted live — plus the next expected ex-dividend date.

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Educational content only — not financial advice. Figures are computed from third-party price and payment data that may contain errors or delays; verify against official sources. Past distributions and price behavior do not predict future results. Nothing here is a recommendation to buy or sell any security.