All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
IWMI real return snapshot: after CPI-U inflation, IWMI returned +27.54% over the past year and +13.11% YTD, with dividends reinvested. Since Jun. 25, 2024, IWMI is up +34.41% in real purchasing-power return, or +15.78%/yr, and is currently −0.66% below its real total-return high on Jun. 30, 2026.
Data ending Thu Jul. 2, 2026
| Tue 2024-06-25💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| IWMI × |
+13.11%
2026-07-02 |
+27.54%
2026-07-02 |
||||
| NEOS Russell 2000 High Income ETF Exchange-Traded Fund | ||||||
| Tue 2024-06-25💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IWMI × |
+34.41%
+15.78%/yr |
+12.59%/yr
(R2=0.574) |
||||
| NEOS Russell 2000 High Income ETF Exchange-Traded Fund | ||||||
| Tue 2024-06-25💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| IWMI × |
$10,000.00
2024-06-25 |
$13,440.72
2026-07-02 |
||||
| NEOS Russell 2000 High Income ETF Exchange-Traded Fund | ||||||
| Year | IWMI |
|---|---|
| 2026 (YTD) | +13.11% |
| 2025 | +11.98% |
| 2024 | +6.12% |
| Tue 2024-06-25💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| IWMI × |
−0.66%
from 2026-06-30 peak |
−24.97%
2025-04-08 from 2024-11-29 peak |
||||
| NEOS Russell 2000 High Income ETF Exchange-Traded Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| IWMI × | +27.54% |
+33.48% +15.53%/yr |
— | — | — | |
| NEOS Russell 2000 High Income ETF Exchange-Traded Fund | ||||||
