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

Total Real Returns

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

IWMY real return snapshot: after CPI-U inflation, IWMY returned +16.91% over the past year and +10.86% YTD, with dividends reinvested. Since Oct. 31, 2023, IWMY is up +36.88% in real purchasing-power return, or +12.60%/yr, and is currently −0.82% below its real total-return high on Jun. 22, 2026.

Data ending Tue Jun. 23, 2026

Tue 2023-10-31💬 to Tue 2026-06-23 YTD
Return
1 Year
Return
IWMY
×
+10.86%
2026-06-23
+16.91%
2026-06-23
Defiance R2000 Target 30 Income ETF Exchange-Traded Fund

Returns

Tue 2023-10-31💬 to Tue 2026-06-23 Overall
Return
Exponential
Trendline
IWMY
×
+36.88%
+12.60%/yr
+8.42%/yr
(R2=0.720)
Defiance R2000 Target 30 Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2023-10-31💬 to Tue 2026-06-23 Start
Value
End
Value
IWMY
×
$10,000.00
2023-10-31
$13,688.19
2026-06-23
Defiance R2000 Target 30 Income ETF Exchange-Traded Fund

Annual Returns

Year IWMY
2026 (YTD) +10.86%
2025 +7.33%
2024 +4.53%
2023 +10.06%

Drawdowns

Tue 2023-10-31💬 to Tue 2026-06-23 Current
Drawdown
Worst
Drawdown
IWMY
×
−0.82%
from 2026-06-22 peak
−19.65%
2025-04-10
from 2024-11-11 peak
Defiance R2000 Target 30 Income ETF Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-06-23 1
Year
2
Years
3
Years
5
Years
10
Years
IWMY
×
+16.91% +24.13%
+11.41%/yr
Defiance R2000 Target 30 Income ETF Exchange-Traded Fund