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 +8.66% over the past year and +5.43% YTD, with dividends reinvested. Since Jun. 25, 2024, IWMI is up +25.28% in real purchasing-power return, or +10.26%/yr, and is currently −9.20% below its real total-return high on Aug. 14, 2026.

Data ending Fri Oct. 16, 2026

Growth of $10,000

Tue 2024-06-25💬 to Fri 2026-10-16 Overall
Return 		Exponential
Trendline
IWMI × 		+25.28%
+10.26%/yr 		+14.01%/yr
R2=0.693
NEOS Russell 2000 High Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2024-06-25💬 to Fri 2026-10-16 Start
Value 		End
Value
IWMI × 		$10,000.00
2024-06-25 		$12,528.46
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
IWMI × 		+5.43% +8.66%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
IWMI × 		−9.20%
on 2026-10-16
from 2026-08-14 peak 		−24.97%
on 2025-04-08
from 2024-11-29 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
IWMI × 		+8.66% +14.73%
+7.11%/yr 		— — —

Annual Returns

Year IWMI
2026 (YTD) +5.43%
2025 +11.98%
2024 +6.12%