All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
IWMY real return snapshot: after CPI-U inflation, IWMY returned +13.98% over the past year and +10.57% YTD, with dividends reinvested. Since Oct. 31, 2023, IWMY is up +36.53% in real purchasing-power return, or +12.23%/yr, and is currently −2.13% below its real total-return high on Jun. 30, 2026.
Data ending Mon Jul. 13, 2026
| Tue 2023-10-31💬 to Mon 2026-07-13 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| IWMY × |
+10.57%
2026-07-13 |
+13.98%
2026-07-13 |
||||
| Defiance R2000 Target 30 Income ETF Exchange-Traded Fund | ||||||
| Tue 2023-10-31💬 to Mon 2026-07-13 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IWMY × |
+36.53%
+12.23%/yr |
+8.70%/yr
(R2=0.735) |
||||
| Defiance R2000 Target 30 Income ETF Exchange-Traded Fund | ||||||
| Tue 2023-10-31💬 to Mon 2026-07-13 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| IWMY × |
$10,000.00
2023-10-31 |
$13,652.78
2026-07-13 |
||||
| Defiance R2000 Target 30 Income ETF Exchange-Traded Fund | ||||||
| Year | IWMY |
|---|---|
| 2026 (YTD) | +10.57% |
| 2025 | +7.33% |
| 2024 | +4.53% |
| 2023 | +10.06% |
| Tue 2023-10-31💬 to Mon 2026-07-13 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| IWMY × |
−2.13%
from 2026-06-30 peak |
−19.65%
2025-04-10 from 2024-11-11 peak |
||||
| Defiance R2000 Target 30 Income ETF Exchange-Traded Fund | ||||||
| Period ending Mon 2026-07-13 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| IWMY × | +13.98% |
+19.43% +9.28%/yr |
— | — | — | |
| Defiance R2000 Target 30 Income ETF Exchange-Traded Fund | ||||||
