What if you'd held IJJ?
A $1,000 investment in iShares S&P Mid-Cap 400 Value ETF (IJJ) at the month-end close of 2000-07 would be worth $12,927 at the close of 2026-09 — +1192.7% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $8,762.
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 2000
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2000 | $1,000 | — |
| 2001 | $1,071 | +7.1% |
| 2002 | $957 | -10.7% |
| 2003 | $1,344 | +40.5% |
| 2004 | $1,584 | +17.9% |
| 2005 | $1,768 | +11.6% |
| 2006 | $2,025 | +14.5% |
| 2007 | $2,068 | +2.1% |
| 2008 | $1,341 | -35.2% |
| 2009 | $1,801 | +34.4% |
| 2010 | $2,208 | +22.5% |
| 2011 | $2,149 | -2.6% |
| 2012 | $2,542 | +18.3% |
| 2013 | $3,407 | +34.0% |
| 2014 | $3,811 | +11.9% |
| 2015 | $3,555 | -6.7% |
| 2016 | $4,486 | +26.2% |
| 2017 | $5,026 | +12.0% |
| 2018 | $4,419 | -12.1% |
| 2019 | $5,553 | +25.7% |
| 2020 | $5,751 | +3.6% |
| 2021 | $7,503 | +30.5% |
| 2022 | $6,969 | -7.1% |
| 2023 | $8,031 | +15.2% |
| 2024 | $8,965 | +11.6% |
| 2025 | $9,617 | +7.3% |
| 2026 | $10,873 | +13.1% |
Best and worst month-end to buy
The best single month-end close to have bought IJJ was 2000-07 ($11.43): $1,000 then is $12,927 today. The worst was 2026-07 ($148): $1,000 then is $997.
FAQ
What would $1,000 in IJJ be worth today?
A $1,000 investment in iShares S&P Mid-Cap 400 Value ETF (IJJ) at the start of 2000 would be worth about $12,927 today, a total return of +1192.7%. Dividends are reinvested in these figures.
What were the best and worst years for IJJ?
iShares S&P Mid-Cap 400 Value ETF (IJJ)'s strongest calendar year since 2000 was 2003, a +40.5% return — $1,000 held through that year became about $1,405 by year-end. Its weakest year was 2008, at -35.2%.
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 IJJ have grown?
Investing $100 at the end of every month since 2000-07 would have grown to about $144,122 on $31,500 invested.
Did IJJ 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 $8,762. IJJ beat the S&P 500 by +47.5% 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
iShares S&P Mid-Cap 400 Value ETF (IJJ) historical total-return data from 2000-07 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.