Armchair Insider
IWMI NEOS Russell 2000 High Income ETF
Exited small-cap options exposure amid tariff and interest-rate uncertainty.
Armchair historySoldMar 31, 2025
Date of the newsletter disclosure. Latest-year investment returns are separate from Armchair’s own trading results.
Hypothetical investment
Growth of $10,000
Dividends reinvested · no additional contributions
IWMI would be worth$14,081Available history · 5Y requested · as of Sep 21, 2026
S&P 500 (SPY)$14,569Same $10,000 · same dates
Total gain / loss+$4,081+40.8% total return
IWMIS&P 500 (SPY)
Jun 25, 2024 · $10,000 investedSep 21, 2026
The selected period exceeds this investment’s age; the chart shows its complete available trading history. Based on adjusted market prices through the latest available completed session, before personal taxes and trading costs.
Checking the latest completed session…
Market performance
Total return
Price movement plus reinvested distributions, compared with SPY.
+40.8% over available history
1 YEAR TOTAL RETURN+18.9%Available history
Price9% of return+1.8%
Dividend91% of return+17.1%
2.2 YEARS TOTAL RETURN+40.8%Since inception+16.5% / yr annualizedAvailable history
Price1% of return+0.5%
Dividend99% of return+40.4%
Dividend includes all distributions and reinvestment.
Jun 25, 2024Sep 21, 2026
Total return+40.81%
S&P 500 (SPY)+45.69%
Annualized return+16.51%
Largest drawdown-23.88%
Original Armchair disclosure
Sold · Mar 31, 2025. Exited small-cap options exposure amid tariff and interest-rate uncertainty.
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