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 +14.78% over the past year and +12.33% YTD, with dividends reinvested. Since Oct. 31, 2023, IWMY is up +38.70% in real purchasing-power return, or +12.36%/yr, and is currently −1.59% below its real total-return high on Aug. 14, 2026.

Data ending Fri Aug. 21, 2026

Growth of $10,000

Tue 2023-10-31💬 to Fri 2026-08-21 Overall
Return 		Exponential
Trendline
IWMY × 		+38.70%
+12.36%/yr 		+9.13%/yr
R2=0.766
Defiance R2000 Target 30 Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2023-10-31💬 to Fri 2026-08-21 Start
Value 		End
Value
IWMY × 		$10,000.00
2023-10-31 		$13,869.97
2026-08-21

This Year’s Performance

through 2026-08-21

  YTD YoY
IWMY × 		+12.33% +14.78%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
IWMY × 		−1.59%
on 2026-08-21
from 2026-08-14 peak 		−19.65%
on 2025-04-10
from 2024-11-11 peak

Rolling Returns

Period ending Fri 2026-08-21 1 yr 2 yr 3 yr 5 yr 10 yr
IWMY × 		+14.78% +22.20%
+10.54%/yr 		— — —

Annual Returns

Year IWMY
2026 (YTD) +12.33%
2025 +7.33%
2024 +4.53%
2023 +10.06%