IWMI Total Return Calculator
$10,000 since Jun 2024, with and without reinvesting · data through Oct 2026
Since Jun 2024, $10,000 became $13,714 reinvested (14.5% a year), or $13,117 taking the distributions as cash, $3,343 of it paid out along the way.
IWMI became
$13,714
S&P 500: $14,250
Return a year
14.5%
S&P 500: 16.4%
Payouts reinvested
$3,958
bought more shares
Worst drop
-15.3%
S&P 500: -7.6%
$10,000, Jun 2024 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | IWMI total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +13.2% | $1,600 | +11.7% |
| 2025 | +15.0% | $1,575 | +17.7% |
| 2024 (part) | +5.4% | $783 | +8.4% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: IWMI total return
Data as of · Source: SmarterDividends data
- $10,000 invested in IWMI at the end of Jun 2024, with distributions reinvested, was worth $13,714 at the end of Oct 2026: 14.5% a year, against $14,250 (16.4% a year) in the S&P 500.
- Taking IWMI's distributions as cash instead of reinvesting them, the same $10,000 ended at $13,117, including $3,343 of cash received; reinvesting added $597.
- IWMI's best calendar year in that time was 2025 (15.0%) and its worst 2025 (15.0%), with distributions reinvested.
Cite this page
SmarterDividends, "IWMI Total Return Calculator," updated Nov 9, 2026, https://smarterdividends.com/stocks/IWMI/total-return
IWMI total return questions
What is IWMI's total return since Jun 2024?
37% in total, or 14.5% a year, through Oct 2026 with distributions reinvested. The share price alone fell 2%.
How much of IWMI's return came from distributions?
About 100% of its yearly return since Jun 2024. Reinvesting them, rather than taking cash, left you $597 better off on a $10,000 start.
What was IWMI's worst year?
2025, at 15.0% with distributions reinvested (S&P 500: 17.7%). Its deepest fall from a peak, on month-end values, was -15.3%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.