Wall Street RegretsThe regret calculator.

What if you'd held XSMO?

A $1,000 investment in Invesco S&P SmallCap Momentum ETF (XSMO) at the month-end close of 2005-03 would be worth $6,502 at the close of 2026-09 — +550.2% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $9,824.

$1,000 since 2005$6,502Total return+550.2%Multiple6.5×CAGR+9.1%

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$6,502Gain+$5,502 (+550.2%)Multiple6.5×CAGR+9.1%

    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$6,5022006$5,6842007$5,4062008$5,4582009$8,7762010$7,4662011$5,8692012$5,9472013$5,2362014$3,9302015$3,7142016$3,7312017$3,5052018$2,8282019$2,9282020$2,2762021$1,8712022$1,5702023$1,8572024$1,5282025$1,3012026$1,185

    Every year, $1,000 from 2005

    YearValue of $1,000Year return
    2005$1,000
    2006$1,051+5.1%
    2007$1,041-1.0%
    2008$648-37.8%
    2009$761+17.5%
    2010$969+27.2%
    2011$956-1.3%
    2012$1,086+13.6%
    2013$1,447+33.3%
    2014$1,531+5.8%
    2015$1,523-0.5%
    2016$1,622+6.5%
    2017$2,010+23.9%
    2018$1,941-3.4%
    2019$2,497+28.7%
    2020$3,038+21.7%
    2021$3,621+19.2%
    2022$3,061-15.5%
    2023$3,721+21.6%
    2024$4,370+17.4%
    2025$4,799+9.8%
    2026$5,684+18.5%

    Best and worst month-end to buy

    The best single month-end close to have bought XSMO was 2009-02 ($8.01): $1,000 then is $10,617 today. The worst was 2026-06 ($93.63): $1,000 then is $908.

    FAQ

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

    A $1,000 investment in Invesco S&P SmallCap Momentum ETF (XSMO) at the start of 2005 would be worth about $6,502 today, a total return of +550.2%. Dividends are reinvested in these figures.

    What were the best and worst years for XSMO?

    Invesco S&P SmallCap Momentum ETF (XSMO)'s strongest calendar year since 2005 was 2013, a +33.3% return — $1,000 held through that year became about $1,333 by year-end. Its weakest year was 2008, at -37.8%.

    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 XSMO have grown?

    Investing $100 at the end of every month since 2005-03 would have grown to about $101,192 on $25,900 invested.

    Did XSMO 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. XSMO trailed the S&P 500 by +33.8% 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

    Invesco S&P SmallCap Momentum ETF (XSMO) 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.