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 +15.08% over the past year and +9.53% YTD, with dividends reinvested. Since Jun. 25, 2024, IWMI is up +30.15% in real purchasing-power return, or +12.42%/yr, and is currently −5.67% below its real total-return high on Aug. 14, 2026.

Data ending Fri Sep. 25, 2026

Growth of $10,000

Tue 2024-06-25💬 to Fri 2026-09-25 Overall
Return 		Exponential
Trendline
IWMI × 		+30.15%
+12.42%/yr 		+14.25%/yr
R2=0.684
NEOS Russell 2000 High Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2024-06-25💬 to Fri 2026-09-25 Start
Value 		End
Value
IWMI × 		$10,000.00
2024-06-25 		$13,015.43
2026-09-25

This Year’s Performance

through 2026-09-25

  YTD YoY
IWMI × 		+9.53% +15.08%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
IWMI × 		−5.67%
on 2026-09-25
from 2026-08-14 peak 		−24.97%
on 2025-04-08
from 2024-11-29 peak

Rolling Returns

Period ending Fri 2026-09-25 1 yr 2 yr 3 yr 5 yr 10 yr
IWMI × 		+15.08% +23.02%
+10.91%/yr 		— — —

Annual Returns

Year IWMI
2026 (YTD) +9.53%
2025 +11.98%
2024 +6.12%