Wall Street RegretsThe regret calculator.

What if you'd held CZA?

A $1,000 investment in Invesco Zacks Mid-Cap ETF (CZA) at the month-end close of 2007-04 would be worth $5,839 at the close of 2026-09 — +483.9% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $7,529.

$1,000 since 2007$5,839Total return+483.9%Multiple5.8×CAGR+9.5%

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$5,839Gain+$4,839 (+483.9%)Multiple5.8×CAGR+9.5%

    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.

    2007$5,8392008$5,9272009$9,2612010$6,4132011$5,2312012$5,0432013$4,3922014$3,2312015$2,9412016$2,9992017$2,5942018$2,1282019$2,3362020$1,7662021$1,7602022$1,3812023$1,4682024$1,3722025$1,2232026$1,129

    Every year, $1,000 from 2007

    YearValue of $1,000Year return
    2007$1,000
    2008$640-36.0%
    2009$924+44.4%
    2010$1,133+22.6%
    2011$1,175+3.7%
    2012$1,350+14.8%
    2013$1,834+35.9%
    2014$2,015+9.9%
    2015$1,976-1.9%
    2016$2,285+15.6%
    2017$2,785+21.9%
    2018$2,538-8.9%
    2019$3,357+32.3%
    2020$3,369+0.4%
    2021$4,292+27.4%
    2022$4,039-5.9%
    2023$4,321+7.0%
    2024$4,846+12.1%
    2025$5,249+8.3%
    2026$5,927+12.9%

    Best and worst month-end to buy

    The best single month-end close to have bought CZA was 2009-02 ($11.94): $1,000 then is $10,479 today. The worst was 2026-07 ($126): $1,000 then is $994.

    FAQ

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

    A $1,000 investment in Invesco Zacks Mid-Cap ETF (CZA) at the start of 2007 would be worth about $5,839 today, a total return of +483.9%. Dividends are reinvested in these figures.

    What were the best and worst years for CZA?

    Invesco Zacks Mid-Cap ETF (CZA)'s strongest calendar year since 2007 was 2009, a +44.4% return — $1,000 held through that year became about $1,444 by year-end. Its weakest year was 2008, at -36.0%.

    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 CZA have grown?

    Investing $100 at the end of every month since 2007-04 would have grown to about $76,803 on $23,400 invested.

    Did CZA 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 $7,529. CZA trailed the S&P 500 by +22.5% 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

    Invesco Zacks Mid-Cap ETF (CZA) historical total-return data from 2007-04 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.