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 +0.63% over the past year and +2.11% YTD, with dividends reinvested. Since Oct. 31, 2023, IWMY is up +23.77% in real purchasing-power return, or +7.43%/yr, and is currently −10.53% below its real total-return high on Aug. 14, 2026.

Data ending Thu Oct. 22, 2026

Growth of $10,000

Tue 2023-10-31💬 to Thu 2026-10-22 Overall
Return
Exponential
Trendline
IWMY
×
+23.77%
+7.43%/yr
+8.09%/yr
R2=0.739
Defiance R2000 Target 30 Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2023-10-31💬 to Thu 2026-10-22 Start
Value
End
Value
IWMY
×
$10,000.00
2023-10-31
$12,376.53
2026-10-22

This Year’s Performance

through 2026-10-22

  YTD YoY
IWMY
×
+2.11% +0.63%

Drawdowns

  Current
Drawdown
Worst
Drawdown
IWMY
×
−10.53%
on 2026-10-22
from 2026-08-14 peak
−19.65%
on 2025-04-10
from 2024-11-11 peak

Rolling Returns

Period ending Thu 2026-10-22 1 yr 2 yr 3 yr 5 yr 10 yr
IWMY
×
+0.63% +7.38%
+3.62%/yr
— — —

Annual Returns

Year IWMY
2026 (YTD) +2.11%
2025 +7.33%
2024 +2.61%
2023 +10.06%