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

Total Real Returns

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

IWMI real return snapshot: after CPI-U inflation, IWMI returned +24.64% over the past year and +11.86% YTD, with dividends reinvested. Since Jun. 25, 2024, IWMI is up +32.92% in real purchasing-power return, or +14.68%/yr, and is currently −2.42% below its real total-return high on Jun. 30, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Tue 2024-06-25💬 to Fri 2026-07-24 Overall
Return 		Exponential
Trendline
IWMI × 		+32.92%
+14.68%/yr 		+13.26%/yr
R2=0.609
NEOS Russell 2000 High Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2024-06-25💬 to Fri 2026-07-24 Start
Value 		End
Value
IWMI × 		$10,000.00
2024-06-25 		$13,291.96
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
IWMI × 		+11.86% +24.64%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
IWMI × 		−2.42%
on 2026-07-24
from 2026-06-30 peak 		−24.97%
on 2025-04-08
from 2024-11-29 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
IWMI × 		+24.64% +26.16%
+12.32%/yr 		— — —

Annual Returns

Year IWMI
2026 (YTD) +11.86%
2025 +11.98%
2024 +6.12%