IWMY Total Return Calculator
$10,000 since Nov 2023, with and without reinvesting · data through Oct 2026
Since Nov 2023, $10,000 became $13,339 reinvested (10.4% a year), or $11,666 taking the distributions as cash, $9,032 of it paid out along the way.
IWMY became
$13,339
S&P 500: $17,169
Return a year
10.4%
S&P 500: 20.4%
Payouts reinvested
$18,280
bought more shares
Worst drop
-9.3%
S&P 500: -7.6%
$10,000, Nov 2023 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | IWMY total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +7.9% | $3,302 | +11.7% |
| 2025 | +10.8% | $5,964 | +17.7% |
| 2024 | +5.6% | $7,911 | +24.9% |
| 2023 (part) | +5.6% | $1,103 | +4.6% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: IWMY total return
Data as of · Source: SmarterDividends data
- $10,000 invested in IWMY at the end of Nov 2023, with distributions reinvested, was worth $13,339 at the end of Oct 2026: 10.4% a year, against $17,169 (20.4% a year) in the S&P 500.
- Taking IWMY's distributions as cash instead of reinvesting them, the same $10,000 ended at $11,666, including $9,032 of cash received; reinvesting added $1,672.
- IWMY's best calendar year in that time was 2025 (10.8%) and its worst 2024 (5.6%), with distributions reinvested.
Cite this page
SmarterDividends, "IWMY Total Return Calculator," updated Nov 7, 2026, https://smarterdividends.com/stocks/IWMY/total-return
IWMY total return questions
What is IWMY's total return since Nov 2023?
33% in total, or 10.4% a year, through Oct 2026 with distributions reinvested. The share price alone fell 74%.
How much of IWMY's return came from distributions?
About 100% of its yearly return since Nov 2023. Reinvesting them, rather than taking cash, left you $1,672 better off on a $10,000 start.
What was IWMY's worst year?
2024, at 5.6% with distributions reinvested (S&P 500: 24.9%). Its deepest fall from a peak, on month-end values, was -9.3%.
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.