Wall Street RegretsThe regret calculator.

What if you'd held SPVM?

A $1,000 investment in Invesco S&P 500 Value with Momentum ETF (SPVM) at the month-end close of 2011-06 would be worth $5,355 at the close of 2026-09 — +435.5% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $7,717.

$1,000 since 2011$5,355Total return+435.5%Multiple5.4×CAGR+11.6%

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$5,355Gain+$4,355 (+435.5%)Multiple5.4×CAGR+11.6%

    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.

    2011$5,3552012$5,6962013$4,8192014$3,6012015$3,2512016$3,4392017$2,7832018$2,4272019$2,6712020$2,0662021$2,1462022$1,6712023$1,7072024$1,6182025$1,3992026$1,161

    Every year, $1,000 from 2011

    YearValue of $1,000Year return
    2011$1,000
    2012$1,182+18.2%
    2013$1,582+33.8%
    2014$1,752+10.8%
    2015$1,656-5.5%
    2016$2,047+23.6%
    2017$2,347+14.7%
    2018$2,132-9.2%
    2019$2,757+29.3%
    2020$2,654-3.7%
    2021$3,408+28.4%
    2022$3,336-2.1%
    2023$3,520+5.5%
    2024$4,071+15.6%
    2025$4,905+20.5%
    2026$5,696+16.1%

    Best and worst month-end to buy

    The best single month-end close to have bought SPVM was 2011-09 ($12.12): $1,000 then is $6,429 today. The worst was 2026-09 ($77.92): $1,000 then is $1,000.

    FAQ

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

    A $1,000 investment in Invesco S&P 500 Value with Momentum ETF (SPVM) at the start of 2011 would be worth about $5,355 today, a total return of +435.5%. Dividends are reinvested in these figures.

    What were the best and worst years for SPVM?

    Invesco S&P 500 Value with Momentum ETF (SPVM)'s strongest calendar year since 2011 was 2013, a +33.8% return — $1,000 held through that year became about $1,338 by year-end. Its weakest year was 2018, at -9.2%.

    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 SPVM have grown?

    Investing $100 at the end of every month since 2011-06 would have grown to about $49,571 on $18,400 invested.

    Did SPVM 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 $7,717. SPVM trailed the S&P 500 by +30.6% 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 S&P 500 Value with Momentum ETF (SPVM) historical total-return data from 2011-06 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.