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 +17.19% over the past year and +11.48% YTD, with dividends reinvested. Since Oct. 31, 2023, IWMY is up +37.65% in real purchasing-power return, or +12.29%/yr, and is currently −1.32% below its real total-return high on Jun. 30, 2026.

Data ending Mon Aug. 3, 2026

Growth of $10,000

Tue 2023-10-31💬 to Mon 2026-08-03 Overall
Return 		Exponential
Trendline
IWMY × 		+37.65%
+12.29%/yr 		+8.88%/yr
R2=0.752
Defiance R2000 Target 30 Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2023-10-31💬 to Mon 2026-08-03 Start
Value 		End
Value
IWMY × 		$10,000.00
2023-10-31 		$13,764.98
2026-08-03

This Year’s Performance

through 2026-08-03

  YTD YoY
IWMY × 		+11.48% +17.19%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
IWMY × 		−1.32%
on 2026-08-03
from 2026-06-30 peak 		−19.65%
on 2025-04-10
from 2024-11-11 peak

Rolling Returns

Period ending Mon 2026-08-03 1 yr 2 yr 3 yr 5 yr 10 yr
IWMY × 		+17.19% +23.97%
+11.34%/yr 		— — —

Annual Returns

Year IWMY
2026 (YTD) +11.48%
2025 +7.33%
2024 +4.53%
2023 +10.06%