What if you'd held GJO?
A $1,000 investment in Synthetic Fixed-Income Securities, Inc. on behalf of STRATS(SM) Trust for Wal-Mart Stores, Inc. Securities, Series 2004-5 (GJO) at the month-end close of 2005-11 would be worth $1,848 at the close of 2026-09 — +84.8% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $9,166.
Your scenario
Result
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.
Every year, $1,000 from 2005
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2005 | $1,000 | — |
| 2006 | $1,059 | +5.9% |
| 2007 | $930 | -12.2% |
| 2008 | $843 | -9.3% |
| 2009 | $912 | +8.2% |
| 2010 | $918 | +0.7% |
| 2011 | $946 | +3.0% |
| 2012 | $968 | +2.3% |
| 2013 | $963 | -0.5% |
| 2014 | $1,062 | +10.2% |
| 2015 | $1,093 | +2.9% |
| 2016 | $1,101 | +0.7% |
| 2017 | $1,249 | +13.5% |
| 2018 | $1,304 | +4.4% |
| 2019 | $1,402 | +7.5% |
| 2020 | $1,434 | +2.3% |
| 2021 | $1,460 | +1.8% |
| 2022 | $1,488 | +1.9% |
| 2023 | $1,665 | +11.9% |
| 2024 | $1,752 | +5.2% |
| 2025 | $1,850 | +5.6% |
| 2026 | $1,879 | +1.6% |
Best and worst month-end to buy
The best single month-end close to have bought GJO was 2008-09 ($10.50): $1,000 then is $2,348 today. The worst was 2026-08 ($24.67): $1,000 then is $999.
FAQ
What would $1,000 in GJO be worth today?
A $1,000 investment in Synthetic Fixed-Income Securities, Inc. on behalf of STRATS(SM) Trust for Wal-Mart Stores, Inc. Securities, Series 2004-5 (GJO) at the start of 2005 would be worth about $1,848 today, a total return of +84.8%. Dividends are reinvested in these figures.
What were the best and worst years for GJO?
Synthetic Fixed-Income Securities, Inc. on behalf of STRATS(SM) Trust for Wal-Mart Stores, Inc. Securities, Series 2004-5 (GJO)'s strongest calendar year since 2005 was 2017, a +13.5% return — $1,000 held through that year became about $1,135 by year-end. Its weakest year was 2007, at -12.2%.
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 GJO have grown?
Investing $100 at the end of every month since 2005-11 would have grown to about $40,386 on $25,100 invested.
Did GJO 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 $9,166. GJO trailed the S&P 500 by +79.8% 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
Synthetic Fixed-Income Securities, Inc. on behalf of STRATS(SM) Trust for Wal-Mart Stores, Inc. Securities, Series 2004-5 (GJO) historical total-return data from 2005-11 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.
What if you'd held…
Data: adjusted close prices via EODHD and Yahoo Finance. As of 2026-09-03. Not financial advice.