Wall Street RegretsThe regret calculator.

What if you'd held SPSM?

A $1,000 investment in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) at the month-end close of 2013-07 would be worth $3,406 at the close of 2026-09 — +240.6% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $5,774.

$1,000 since 2013$3,406Total return+240.6%Multiple3.4×CAGR+9.8%

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$3,406Gain+$2,406 (+240.6%)Multiple3.4×CAGR+9.8%

    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.

    2013$3,4062014$3,0272015$2,8882016$2,9872017$2,4872018$2,1552019$2,4252020$1,9272021$1,7262022$1,3622023$1,6242024$1,3992025$1,2892026$1,214

    Every year, $1,000 from 2013

    YearValue of $1,000Year return
    2013$1,000
    2014$1,048+4.8%
    2015$1,013-3.3%
    2016$1,217+20.1%
    2017$1,404+15.4%
    2018$1,248-11.1%
    2019$1,570+25.8%
    2020$1,754+11.7%
    2021$2,222+26.7%
    2022$1,863-16.1%
    2023$2,163+16.1%
    2024$2,349+8.6%
    2025$2,492+6.1%
    2026$3,027+21.4%

    Best and worst month-end to buy

    The best single month-end close to have bought SPSM was 2013-08 ($16.24): $1,000 then is $3,480 today. The worst was 2026-06 ($57.67): $1,000 then is $980.

    FAQ

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

    A $1,000 investment in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) at the start of 2013 would be worth about $3,406 today, a total return of +240.6%. Dividends are reinvested in these figures.

    What were the best and worst years for SPSM?

    State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM)'s strongest calendar year since 2013 was 2021, a +26.7% return — $1,000 held through that year became about $1,267 by year-end. Its weakest year was 2022, at -16.1%.

    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 SPSM have grown?

    Investing $100 at the end of every month since 2013-07 would have grown to about $32,629 on $15,900 invested.

    Did SPSM 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 $5,774. SPSM trailed the S&P 500 by +41.0% 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

    State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) historical total-return data from 2013-07 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.