Wall Street RegretsThe regret calculator.

What if you'd held KBWD?

A $1,000 investment in Invesco KBW High Dividend Yield Financial ETF (KBWD) at the month-end close of 2010-12 would be worth $2,334 at the close of 2026-09 — +133.4% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $8,182.

$1,000 since 2010$2,334Total return+133.4%Multiple2.3×CAGR+5.5%

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$2,334Gain+$1,334 (+133.4%)Multiple2.3×CAGR+5.5%

    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.

    2010$2,3342011$2,3342012$2,3472013$2,0182014$1,7072015$1,5762016$1,7552017$1,4562018$1,2992019$1,4232020$1,1792021$1,3962022$1,0582023$1,3102024$1,0892025$1,0442026$989

    Every year, $1,000 from 2010

    YearValue of $1,000Year return
    2010$1,000
    2011$994-0.6%
    2012$1,157+16.3%
    2013$1,368+18.2%
    2014$1,481+8.3%
    2015$1,330-10.2%
    2016$1,603+20.5%
    2017$1,797+12.1%
    2018$1,640-8.7%
    2019$1,979+20.7%
    2020$1,672-15.6%
    2021$2,205+31.9%
    2022$1,782-19.2%
    2023$2,144+20.3%
    2024$2,235+4.3%
    2025$2,360+5.6%
    2026$2,334-1.1%

    Best and worst month-end to buy

    The best single month-end close to have bought KBWD was 2011-09 ($4.90): $1,000 then is $2,553 today. The worst was 2026-01 ($13.01): $1,000 then is $962.

    FAQ

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

    A $1,000 investment in Invesco KBW High Dividend Yield Financial ETF (KBWD) at the start of 2010 would be worth about $2,334 today, a total return of +133.4%. Dividends are reinvested in these figures.

    What were the best and worst years for KBWD?

    Invesco KBW High Dividend Yield Financial ETF (KBWD)'s strongest calendar year since 2010 was 2021, a +31.9% return — $1,000 held through that year became about $1,319 by year-end. Its weakest year was 2022, at -19.2%.

    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 KBWD have grown?

    Investing $100 at the end of every month since 2010-12 would have grown to about $27,818 on $19,000 invested.

    Did KBWD 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 $8,182. KBWD trailed the S&P 500 by +71.5% 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

    Invesco KBW High Dividend Yield Financial ETF (KBWD) historical total-return data from 2010-12 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 2026-09-04. Not financial advice.