Wall Street RegretsThe regret calculator.

What if you'd held AIVL?

A $1,000 investment in WisdomTree U.S. AI Enhanced Value Fund (AIVL) at the month-end close of 2006-06 would be worth $4,966 at the close of 2026-09 — +396.6% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $8,921.

$1,000 since 2006$4,966Total return+396.6%Multiple5.0×CAGR+8.2%

Your scenario

Dates resolve to the nearest month-end close.
Leave empty for "held until today".
Invested at each month-end. Starts on the buy date.

Result

Worth$4,966Gain+$3,966 (+396.6%)Multiple5.0×CAGR+8.2%

    If you'd bought $1,000 at the start of each year

    Value of $1,000 invested on January 1 of each year, held to 2026-09, dividends included.

    2006$4,9662007$4,3322008$4,3342009$6,8042010$5,4152011$4,4592012$3,9822013$3,5662014$2,7942015$2,4262016$2,5662017$2,1722018$1,9092019$2,1112020$1,6972021$1,8022022$1,4502023$1,5632024$1,4592025$1,2852026$1,171

    Every year, $1,000 from 2006

    YearValue of $1,000Year return
    2006$1,000
    2007$1,000-0.0%
    2008$637-36.3%
    2009$800+25.6%
    2010$971+21.4%
    2011$1,088+12.0%
    2012$1,215+11.7%
    2013$1,551+27.6%
    2014$1,786+15.2%
    2015$1,688-5.5%
    2016$1,995+18.2%
    2017$2,269+13.8%
    2018$2,052-9.6%
    2019$2,553+24.4%
    2020$2,404-5.8%
    2021$2,989+24.3%
    2022$2,772-7.3%
    2023$2,970+7.2%
    2024$3,371+13.5%
    2025$3,699+9.7%
    2026$4,332+17.1%

    Best and worst month-end to buy

    The best single month-end close to have bought AIVL was 2009-02 ($14.32): $1,000 then is $9,336 today. The worst was 2026-09 ($134): $1,000 then is $1,000.

    FAQ

    What would $1,000 in AIVL be worth today?

    A $1,000 investment in WisdomTree U.S. AI Enhanced Value Fund (AIVL) at the start of 2006 would be worth about $4,966 today, a total return of +396.6%. Dividends are reinvested in these figures.

    What were the best and worst years for AIVL?

    WisdomTree U.S. AI Enhanced Value Fund (AIVL)'s strongest calendar year since 2006 was 2013, a +27.6% return — $1,000 held through that year became about $1,276 by year-end. Its weakest year was 2008, at -36.3%.

    Does the calculator include dividends and splits?

    Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.

    How much would $100 per month in AIVL have grown?

    Investing $100 at the end of every month since 2006-06 would have grown to about $70,164 on $24,400 invested.

    Did AIVL beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 with dividends reinvested (the S&P 500 Total Return index) would be worth $8,921. AIVL trailed the S&P 500 by +44.3% in total return.

    Is this investment advice?

    No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.

    Methodology

    WisdomTree U.S. AI Enhanced Value Fund (AIVL) historical total-return data from 2006-06 to 2026-09, reduced to month-end closes for the tables above.

    Returns use adjusted close prices — adjusted for stock splits and reinvested dividends, the same convention used by major brokerages. End-of-day and live prices come from EODHD; parts of the deep historical series are carried over from Yahoo Finance data. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (EODHD): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.

    Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.

    Full methodology →

    What if you'd held…

    Data: adjusted close prices via EODHD and Yahoo Finance. As of 2026-09-04. Not financial advice.