What if you'd held IMCV?
A $1,000 investment in iShares Morningstar Mid-Cap Value ETF (IMCV) at the month-end close of 2004-07 would be worth $8,352 at the close of 2026-09 — +735.2% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $10,657.
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 2004
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2004 | $1,000 | — |
| 2005 | $1,113 | +11.3% |
| 2006 | $1,318 | +18.4% |
| 2007 | $1,236 | -6.2% |
| 2008 | $795 | -35.7% |
| 2009 | $1,077 | +35.5% |
| 2010 | $1,298 | +20.5% |
| 2011 | $1,263 | -2.7% |
| 2012 | $1,477 | +16.9% |
| 2013 | $2,093 | +41.7% |
| 2014 | $2,325 | +11.1% |
| 2015 | $2,270 | -2.4% |
| 2016 | $2,822 | +24.3% |
| 2017 | $3,178 | +12.6% |
| 2018 | $2,831 | -10.9% |
| 2019 | $3,530 | +24.7% |
| 2020 | $3,385 | -4.1% |
| 2021 | $4,521 | +33.6% |
| 2022 | $4,205 | -7.0% |
| 2023 | $4,705 | +11.9% |
| 2024 | $5,283 | +12.3% |
| 2025 | $5,998 | +13.5% |
| 2026 | $7,168 | +19.5% |
Best and worst month-end to buy
The best single month-end close to have bought IMCV was 2009-02 ($8.16): $1,000 then is $11,955 today. The worst was 2026-09 ($97.55): $1,000 then is $1,000.
FAQ
What would $1,000 in IMCV be worth today?
A $1,000 investment in iShares Morningstar Mid-Cap Value ETF (IMCV) at the start of 2004 would be worth about $8,352 today, a total return of +735.2%. Dividends are reinvested in these figures.
What were the best and worst years for IMCV?
iShares Morningstar Mid-Cap Value ETF (IMCV)'s strongest calendar year since 2004 was 2013, a +41.7% return — $1,000 held through that year became about $1,417 by year-end. Its weakest year was 2008, at -35.7%.
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 IMCV have grown?
Investing $100 at the end of every month since 2004-07 would have grown to about $102,816 on $26,700 invested.
Did IMCV 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 $10,657. IMCV trailed the S&P 500 by +21.6% 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 Morningstar Mid-Cap Value ETF (IMCV) historical total-return data from 2004-07 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 2026-09-04. Not financial advice.