All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

ISMD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

ISMD real return snapshot: after CPI-U inflation, ISMD returned +21.79% over the past year and +17.07% YTD, with dividends reinvested. Since Feb. 28, 2017, ISMD is up +69.54% in real purchasing-power return, or +5.59%/yr, and is currently āˆ’8.76% below its real total-return high on Aug. 4, 2026.

Data ending Fri Nov. 13, 2026

Growth of $10,000

Tue 2017-02-28šŸ’¬ to Fri 2026-11-13 Overall
Return
Exponential
Trendline
ISMD
×
+69.54%
+5.59%/yr
+4.88%/yr
R2=0.597
Inspire Small/Mid Cap Impact ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2017-02-28šŸ’¬ to Fri 2026-11-13 Start
Value
End
Value
ISMD
×
$10,000.00
2017-02-28
$16,954.15
2026-11-13

This Year’s Performance

through 2026-11-13

  YTD YoY
ISMD
×
+17.07% +21.79%

Drawdowns

  Current
Drawdown
Worst
Drawdown
ISMD
×
āˆ’8.76%
on 2026-11-13
from 2026-08-04 peak
āˆ’44.91%
on 2020-03-23
from 2018-08-29 peak

Rolling Returns

Period ending Fri 2026-11-13 1 yr 2 yr 3 yr 5 yr 10 yr
ISMD
×
+21.79% +13.18%
+6.38%/yr
+49.70%
+14.39%/yr
+13.75%
+2.61%/yr
—

Annual Returns

Year ISMD
2026 (YTD) +17.07%
2025 +1.43%
2024 +6.47%
2023 +12.96%
2022 āˆ’18.70%
2021 +20.87%
2020 +6.01%
2019 +21.83%
2018 āˆ’12.68%
2017 +7.12%