Wall Street RegretsThe regret calculator.

What if you'd held IUSV?

A $1,000 investment in iShares Core S&P U.S. Value ETF (IUSV) at the month-end close of 2000-08 would be worth $8,379 at the close of 2026-09 — +737.9% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $8,250.

$1,000 since 2000$8,379Total return+737.9%Multiple8.4×CAGR+8.5%

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$8,379Gain+$7,379 (+737.9%)Multiple8.4×CAGR+8.5%

    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.

    2000$8,3792001$7,9572002$8,3612003$9,9642004$7,5612005$6,4782006$6,0792007$4,9862008$5,0562009$7,9032010$6,6122011$5,7092012$5,7262013$4,8792014$3,6912015$3,2732016$3,4222017$2,8882018$2,5102019$2,7642020$2,1022021$2,0702022$1,6532023$1,7482024$1,4362025$1,2802026$1,134

    Every year, $1,000 from 2000

    YearValue of $1,000Year return
    2000$1,000
    2001$952-4.8%
    2002$799-16.1%
    2003$1,052+31.8%
    2004$1,228+16.7%
    2005$1,309+6.6%
    2006$1,596+21.9%
    2007$1,574-1.4%
    2008$1,007-36.0%
    2009$1,203+19.5%
    2010$1,394+15.8%
    2011$1,390-0.3%
    2012$1,631+17.4%
    2013$2,156+32.2%
    2014$2,431+12.8%
    2015$2,326-4.3%
    2016$2,755+18.5%
    2017$3,170+15.1%
    2018$2,879-9.2%
    2019$3,785+31.5%
    2020$3,843+1.5%
    2021$4,813+25.2%
    2022$4,553-5.4%
    2023$5,542+21.7%
    2024$6,217+12.2%
    2025$7,016+12.8%
    2026$7,957+13.4%

    Best and worst month-end to buy

    The best single month-end close to have bought IUSV was 2002-09 ($10.69): $1,000 then is $10,793 today. The worst was 2026-09 ($115): $1,000 then is $1,000.

    FAQ

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

    A $1,000 investment in iShares Core S&P U.S. Value ETF (IUSV) at the start of 2000 would be worth about $8,379 today, a total return of +737.9%. Dividends are reinvested in these figures.

    What were the best and worst years for IUSV?

    iShares Core S&P U.S. Value ETF (IUSV)'s strongest calendar year since 2000 was 2013, a +32.2% return — $1,000 held through that year became about $1,322 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 IUSV have grown?

    Investing $100 at the end of every month since 2000-08 would have grown to about $141,581 on $31,400 invested.

    Did IUSV 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 $8,250. IUSV beat the S&P 500 by +1.6% 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 Core S&P U.S. Value ETF (IUSV) historical total-return data from 2000-08 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 2026-09-03. Not financial advice.