Wall Street RegretsThe regret calculator.

What if you'd held IVE?

A $1,000 investment in iShares S&P 500 Value ETF (IVE) at the month-end close of 2000-05 would be worth $6,911 at the close of 2026-09 — +591.1% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $8,745.

$1,000 since 2000$6,911Total return+591.1%Multiple6.9×CAGR+7.6%

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$6,911Gain+$5,911 (+591.1%)Multiple6.9×CAGR+7.6%

    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$6,9112001$6,5532002$7,4062003$9,3472004$7,1082005$6,1472006$5,8192007$4,8232008$4,7512009$7,7682010$6,4252011$5,5912012$5,6292013$4,7882014$3,6382015$3,2432016$3,3542017$2,8592018$2,4812019$2,7332020$2,0762021$2,0512022$1,6452023$1,7392024$1,4242025$1,2712026$1,125

    Every year, $1,000 from 2000

    YearValue of $1,000Year return
    2000$1,000
    2001$885-11.5%
    2002$701-20.8%
    2003$922+31.5%
    2004$1,066+15.6%
    2005$1,126+5.6%
    2006$1,359+20.6%
    2007$1,379+1.5%
    2008$844-38.8%
    2009$1,020+20.9%
    2010$1,172+14.9%
    2011$1,164-0.7%
    2012$1,369+17.6%
    2013$1,802+31.6%
    2014$2,021+12.2%
    2015$1,954-3.3%
    2016$2,292+17.3%
    2017$2,642+15.3%
    2018$2,398-9.2%
    2019$3,156+31.6%
    2020$3,195+1.2%
    2021$3,984+24.7%
    2022$3,769-5.4%
    2023$4,601+22.1%
    2024$5,154+12.0%
    2025$5,825+13.0%
    2026$6,553+12.5%

    Best and worst month-end to buy

    The best single month-end close to have bought IVE was 2002-09 ($23.08): $1,000 then is $10,259 today. The worst was 2026-09 ($237): $1,000 then is $1,000.

    FAQ

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

    A $1,000 investment in iShares S&P 500 Value ETF (IVE) at the start of 2000 would be worth about $6,911 today, a total return of +591.1%. Dividends are reinvested in these figures.

    What were the best and worst years for IVE?

    iShares S&P 500 Value ETF (IVE)'s strongest calendar year since 2000 was 2013, a +31.6% return — $1,000 held through that year became about $1,316 by year-end. Its weakest year was 2008, at -38.8%.

    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 IVE have grown?

    Investing $100 at the end of every month since 2000-05 would have grown to about $137,081 on $31,700 invested.

    Did IVE 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 $8,745. IVE trailed the S&P 500 by +21.0% 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 500 Value ETF (IVE) historical total-return data from 2000-05 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 2026-09-02. Not financial advice.