Wall Street RegretsThe regret calculator.

What if you'd held UBS?

A $1,000 investment in UBS Group AG Registered (UBS) at the month-end close of 2000-05 would be worth $3,607 at the close of 2026-09 — +260.7% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $8,745.

$1,000 since 2000$3,607Total return+260.7%Multiple3.6×CAGR+5.0%

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$3,607Gain+$2,607 (+260.7%)Multiple3.6×CAGR+5.0%

    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.

    2000$3,6072001$2,9852002$3,2522003$3,3782004$2,3912005$1,9392006$1,7092007$1,3472008$1,7672009$5,6832010$5,2392011$4,9372012$6,8712013$5,1652014$4,2232015$4,7662016$4,0912017$4,7782018$3,9302019$5,8402020$5,4522021$4,5602022$3,5242023$3,2802024$1,9312025$1,9182026$1,216

    Every year, $1,000 from 2000

    YearValue of $1,000Year return
    2000$1,000
    2001$918-8.2%
    2002$884-3.7%
    2003$1,249+41.3%
    2004$1,539+23.3%
    2005$1,747+13.5%
    2006$2,216+26.8%
    2007$1,690-23.8%
    2008$525-68.9%
    2009$570+8.5%
    2010$605+6.1%
    2011$434-28.1%
    2012$578+33.0%
    2013$707+22.3%
    2014$626-11.4%
    2015$730+16.5%
    2016$625-14.4%
    2017$760+21.6%
    2018$511-32.7%
    2019$548+7.1%
    2020$655+19.6%
    2021$847+29.4%
    2022$910+7.4%
    2023$1,546+69.8%
    2024$1,557+0.7%
    2025$2,455+57.7%
    2026$2,985+21.6%

    Best and worst month-end to buy

    The best single month-end close to have bought UBS was 2009-02 ($6.11): $1,000 then is $8,985 today. The worst was 2026-08 ($55.72): $1,000 then is $985.

    FAQ

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

    A $1,000 investment in UBS Group AG Registered (UBS) at the start of 2000 would be worth about $3,607 today, a total return of +260.7%. Dividends are reinvested in these figures.

    What were the best and worst years for UBS?

    UBS Group AG Registered (UBS)'s strongest calendar year since 2000 was 2023, a +69.8% return — $1,000 held through that year became about $1,698 by year-end. Its weakest year was 2008, at -68.9%.

    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 UBS have grown?

    Investing $100 at the end of every month since 2000-05 would have grown to about $118,879 on $31,700 invested.

    Did UBS 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 $8,745. UBS trailed the S&P 500 by +58.8% 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

    UBS Group AG Registered (UBS) historical total-return data from 2000-05 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 2026-09-02. Not financial advice.