Wall Street RegretsThe regret calculator.

What if you'd held LQDH?

A $1,000 investment in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) at the month-end close of 2014-06 would be worth $1,512 at the close of 2026-09 — +51.2% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $4,870.

$1,000 since 2014$1,512Total return+51.2%Multiple1.5×CAGR+3.4%

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$1,512Gain+$512 (+51.2%)Multiple1.5×CAGR+3.4%

    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 2026-09, dividends included.

    2014$1,5122015$1,5402016$1,5802017$1,5092018$1,4232019$1,4552020$1,3292021$1,3072022$1,2832023$1,3082024$1,1772025$1,0952026$1,024

    Every year, $1,000 from 2014

    YearValue of $1,000Year return
    2014$1,000
    2015$975-2.5%
    2016$1,021+4.7%
    2017$1,082+6.0%
    2018$1,059-2.2%
    2019$1,159+9.5%
    2020$1,179+1.7%
    2021$1,200+1.8%
    2022$1,178-1.9%
    2023$1,309+11.1%
    2024$1,406+7.4%
    2025$1,505+7.0%
    2026$1,540+2.4%

    Best and worst month-end to buy

    The best single month-end close to have bought LQDH was 2016-02 ($55.99): $1,000 then is $1,650 today. The worst was 2026-08 ($92.96): $1,000 then is $994.

    FAQ

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

    A $1,000 investment in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) at the start of 2014 would be worth about $1,512 today, a total return of +51.2%. Dividends are reinvested in these figures.

    What were the best and worst years for LQDH?

    iShares Interest Rate Hedged Corporate Bond ETF (LQDH)'s strongest calendar year since 2014 was 2023, a +11.1% return — $1,000 held through that year became about $1,111 by year-end. Its weakest year was 2015, at -2.5%.

    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 LQDH have grown?

    Investing $100 at the end of every month since 2014-06 would have grown to about $19,804 on $14,800 invested.

    Did LQDH 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 $4,870. LQDH trailed the S&P 500 by +69.0% 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 Interest Rate Hedged Corporate Bond ETF (LQDH) historical total-return data from 2014-06 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.