Wall Street RegretsThe regret calculator.

What if you'd held XLG?

A $1,000 investment in Invesco S&P 500 Top 50 ETF (XLG) at the month-end close of 2005-05 would be worth $9,804 at the close of 2026-09 — +880.4% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $9,705.

$1,000 since 2005$9,804Total return+880.4%Multiple9.8×CAGR+11.3%

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$9,804Gain+$8,804 (+880.4%)Multiple9.8×CAGR+11.3%

    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$9,8042006$9,6692007$8,1982008$7,8412009$11,8502010$9,8352011$9,0062012$8,6472013$7,4872014$5,8152015$5,2232016$5,0112017$4,5032018$3,6612019$3,7982020$2,8762021$2,3242022$1,7812023$2,3522024$1,7032025$1,2762026$1,067

    Every year, $1,000 from 2005

    YearValue of $1,000Year return
    2005$1,000
    2006$1,179+17.9%
    2007$1,233+4.6%
    2008$816-33.8%
    2009$983+20.5%
    2010$1,074+9.2%
    2011$1,118+4.1%
    2012$1,291+15.5%
    2013$1,663+28.7%
    2014$1,851+11.3%
    2015$1,929+4.2%
    2016$2,147+11.3%
    2017$2,641+23.0%
    2018$2,546-3.6%
    2019$3,362+32.0%
    2020$4,161+23.8%
    2021$5,428+30.4%
    2022$4,110-24.3%
    2023$5,678+38.1%
    2024$7,580+33.5%
    2025$9,060+19.5%
    2026$9,669+6.7%

    Best and worst month-end to buy

    The best single month-end close to have bought XLG was 2009-02 ($4.35): $1,000 then is $14,492 today. The worst was 2026-05 ($64.25): $1,000 then is $981.

    FAQ

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

    A $1,000 investment in Invesco S&P 500 Top 50 ETF (XLG) at the start of 2005 would be worth about $9,804 today, a total return of +880.4%. Dividends are reinvested in these figures.

    What were the best and worst years for XLG?

    Invesco S&P 500 Top 50 ETF (XLG)'s strongest calendar year since 2005 was 2023, a +38.1% return — $1,000 held through that year became about $1,381 by year-end. Its weakest year was 2008, at -33.8%.

    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 XLG have grown?

    Investing $100 at the end of every month since 2005-05 would have grown to about $139,534 on $25,700 invested.

    Did XLG 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 $9,705. XLG beat the S&P 500 by +1.0% 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

    Invesco S&P 500 Top 50 ETF (XLG) historical total-return data from 2005-05 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 2026-09-04. Not financial advice.