Wall Street RegretsThe regret calculator.

What if you'd held IX?

A $1,000 investment in ORIX Corporation (IX) at the month-end close of 1998-09 would be worth $7,358 at the close of 2026-08 — +635.8% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $12,505.

$1,000 since 1998$7,358Total return+635.8%Multiple7.4×CAGR+7.4%

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$7,358Gain+$6,358 (+635.8%)Multiple7.4×CAGR+7.4%

    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 2026-08, dividends included.

    2000$2,2442001$4,3922002$4,7392003$6,5772004$5,1662005$3,0662006$1,6502007$1,4312008$2,4672009$7,2362010$6,0192011$4,2252012$5,0132013$3,6312014$2,3082015$3,2882016$2,9282017$2,6422018$2,4252019$2,8742020$2,4652021$2,6582022$2,0202023$2,5542024$2,2022025$1,8712026$1,335

    Every year, $1,000 from 1998

    YearValue of $1,000Year return
    1998$1,000
    1999$2,986+198.6%
    2000$1,526-48.9%
    2001$1,414-7.3%
    2002$1,019-27.9%
    2003$1,297+27.3%
    2004$2,186+68.5%
    2005$4,062+85.8%
    2006$4,684+15.3%
    2007$2,716-42.0%
    2008$926-65.9%
    2009$1,113+20.2%
    2010$1,586+42.4%
    2011$1,337-15.7%
    2012$1,845+38.0%
    2013$2,904+57.4%
    2014$2,038-29.8%
    2015$2,289+12.3%
    2016$2,536+10.8%
    2017$2,763+8.9%
    2018$2,332-15.6%
    2019$2,718+16.6%
    2020$2,521-7.3%
    2021$3,318+31.6%
    2022$2,624-20.9%
    2023$3,043+16.0%
    2024$3,581+17.7%
    2025$5,021+40.2%
    2026$6,701+33.5%

    Best and worst month-end to buy

    The best single month-end close to have bought IX was 2009-02 ($1.87): $1,000 then is $20,856 today. The worst was 2026-07 ($40.31): $1,000 then is $968.

    FAQ

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

    A $1,000 investment in ORIX Corporation (IX) at the start of 1998 would be worth about $7,358 today, a total return of +635.8%. Dividends are reinvested in these figures.

    What were the best and worst years for IX?

    ORIX Corporation (IX)'s strongest calendar year since 1998 was 1999, a +198.6% return — $1,000 held through that year became about $2,986 by year-end. Its weakest year was 2008, at -65.9%.

    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 IX have grown?

    Investing $100 at the end of every month since 1998-09 would have grown to about $117,388 on $33,600 invested.

    Did IX 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 $12,505. IX trailed the S&P 500 by +41.2% 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

    ORIX Corporation (IX) historical total-return data from 1998-09 to 2026-08, 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 2026-08. Not financial advice.