Wall Street RegretsThe regret calculator.

What if you'd held PSR?

A $1,000 investment in Invesco Active U.S. Real Estate Fund (PSR) at the month-end close of 2008-11 would be worth $7,557 at the close of 2026-09 — +655.7% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $12,032.

$1,000 since 2008$7,557Total return+655.7%Multiple7.6×CAGR+12.0%

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$7,557Gain+$6,557 (+655.7%)Multiple7.6×CAGR+12.0%

    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.

    2008$7,5572009$5,2122010$3,9822011$3,1822012$2,8662013$2,4912014$2,4542015$1,8482016$1,8312017$1,7612018$1,5732019$1,6482020$1,2802021$1,3632022$9672023$1,2982024$1,1982025$1,1772026$1,147

    Every year, $1,000 from 2008

    YearValue of $1,000Year return
    2008$1,000
    2009$1,309+30.9%
    2010$1,638+25.2%
    2011$1,819+11.0%
    2012$2,092+15.0%
    2013$2,124+1.5%
    2014$2,820+32.8%
    2015$2,846+0.9%
    2016$2,960+4.0%
    2017$3,313+12.0%
    2018$3,162-4.6%
    2019$4,071+28.8%
    2020$3,825-6.0%
    2021$5,389+40.9%
    2022$4,014-25.5%
    2023$4,349+8.3%
    2024$4,427+1.8%
    2025$4,543+2.6%
    2026$5,212+14.7%

    Best and worst month-end to buy

    The best single month-end close to have bought PSR was 2008-11 ($13.51): $1,000 then is $7,557 today. The worst was 2026-07 ($107): $1,000 then is $957.

    FAQ

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

    A $1,000 investment in Invesco Active U.S. Real Estate Fund (PSR) at the start of 2008 would be worth about $7,557 today, a total return of +655.7%. Dividends are reinvested in these figures.

    What were the best and worst years for PSR?

    Invesco Active U.S. Real Estate Fund (PSR)'s strongest calendar year since 2008 was 2021, a +40.9% return — $1,000 held through that year became about $1,409 by year-end. Its weakest year was 2022, at -25.5%.

    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 PSR have grown?

    Investing $100 at the end of every month since 2008-11 would have grown to about $43,812 on $21,500 invested.

    Did PSR 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 $12,032. PSR trailed the S&P 500 by +37.2% 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

    Invesco Active U.S. Real Estate Fund (PSR) historical total-return data from 2008-11 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.