Wall Street RegretsThe regret calculator.

What if you'd held PWV?

A $1,000 investment in Invesco Large Cap Value ETF (PWV) at the month-end close of 2005-03 would be worth $8,880 at the close of 2026-09 — +788.0% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $9,824.

$1,000 since 2005$8,880Total return+788.0%Multiple8.9×CAGR+10.7%

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$8,880Gain+$7,880 (+788.0%)Multiple8.9×CAGR+10.7%

    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.

    2005$8,8802006$8,0492007$6,4822008$6,1542009$8,4522010$7,1252011$6,2942012$5,9112013$5,0882014$3,8372015$3,4182016$3,5892017$3,0202018$2,5822019$3,0062020$2,3162021$2,4062022$1,8742023$1,8962024$1,7182025$1,5012026$1,255

    Every year, $1,000 from 2005

    YearValue of $1,000Year return
    2005$1,000
    2006$1,242+24.2%
    2007$1,308+5.3%
    2008$952-27.2%
    2009$1,130+18.6%
    2010$1,279+13.2%
    2011$1,362+6.5%
    2012$1,582+16.2%
    2013$2,097+32.6%
    2014$2,355+12.3%
    2015$2,243-4.8%
    2016$2,665+18.8%
    2017$3,117+17.0%
    2018$2,677-14.1%
    2019$3,476+29.8%
    2020$3,345-3.8%
    2021$4,294+28.4%
    2022$4,245-1.2%
    2023$4,684+10.4%
    2024$5,363+14.5%
    2025$6,415+19.6%
    2026$8,049+25.5%

    Best and worst month-end to buy

    The best single month-end close to have bought PWV was 2009-02 ($7.90): $1,000 then is $10,453 today. The worst was 2026-09 ($82.58): $1,000 then is $1,000.

    FAQ

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

    A $1,000 investment in Invesco Large Cap Value ETF (PWV) at the start of 2005 would be worth about $8,880 today, a total return of +788.0%. Dividends are reinvested in these figures.

    What were the best and worst years for PWV?

    Invesco Large Cap Value ETF (PWV)'s strongest calendar year since 2005 was 2013, a +32.6% return — $1,000 held through that year became about $1,326 by year-end. Its weakest year was 2008, at -27.2%.

    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 PWV have grown?

    Investing $100 at the end of every month since 2005-03 would have grown to about $107,722 on $25,900 invested.

    Did PWV 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 $9,824. PWV trailed the S&P 500 by +9.6% 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 Large Cap Value ETF (PWV) historical total-return data from 2005-03 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.