All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
IWMI total return snapshot: IWMI returned +14.96% over the past year and +12.93% YTD, with dividends reinvested. Since Jun. 25, 2024, IWMI is up +38.42% in nominal total return, or +14.81%/yr, and is currently −5.75% below its total-return high on Aug. 14, 2026.
Data ending Mon Nov. 2, 2026
| Tue 2024-06-25💬 to Mon 2026-11-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IWMI × |
+38.42%
+14.81%/yr |
+17.54%/yr
R2=0.781 |
||||
| NEOS Russell 2000 High Income ETF Exchange-Traded Fund | ||||||
| Tue 2024-06-25💬 to Mon 2026-11-02 |
Start
Value |
End
Value |
|---|---|---|
| IWMI × |
$10,000.00
2024-06-25 |
$13,842.11
2026-11-02 |
| YTD | YoY | |
|---|---|---|
| IWMI × | +12.93% | +14.96% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| IWMI × |
−5.75%
on 2026-11-02 from 2026-08-14 peak |
−23.88%
on 2025-04-08 from 2024-11-29 peak |
| Period ending Mon 2026-11-02 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| IWMI × | +14.96% |
+28.82% +13.50%/yr |
— | — | — |
| Year | IWMI |
|---|---|
| 2026 (YTD) | +12.93% |
| 2025 | +14.97% |
| 2024 | +6.61% |
