Wall Street RegretsThe regret calculator.

What if you'd held AIVL?

A $1,000 investment in WisdomTree U.S. AI Enhanced Value Fund (AIVL) at the month-end close of 2006-06 would be worth $5,013 at the close of 2026-08 — +401.3% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,068.

$1,000 since 2006$5,013Total return+401.3%Multiple5.0×CAGR+8.3%

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$5,013Gain+$4,013 (+401.3%)Multiple5.0×CAGR+8.3%

    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 2026-08, dividends included.

    2006$5,0132007$4,3732008$4,3752009$6,8682010$5,4662011$4,5022012$4,0202013$3,6002014$2,8202015$2,4492016$2,5902017$2,1922018$1,9272019$2,1312020$1,7132021$1,8192022$1,4632023$1,5782024$1,4722025$1,2972026$1,182

    Every year, $1,000 from 2006

    YearValue of $1,000Year return
    2006$1,000
    2007$1,000-0.0%
    2008$637-36.3%
    2009$800+25.6%
    2010$971+21.4%
    2011$1,088+12.0%
    2012$1,215+11.7%
    2013$1,551+27.6%
    2014$1,786+15.2%
    2015$1,688-5.5%
    2016$1,995+18.2%
    2017$2,269+13.8%
    2018$2,052-9.6%
    2019$2,553+24.4%
    2020$2,404-5.8%
    2021$2,989+24.3%
    2022$2,772-7.3%
    2023$2,970+7.2%
    2024$3,371+13.5%
    2025$3,699+9.7%
    2026$4,373+18.2%

    Best and worst month-end to buy

    The best single month-end close to have bought AIVL was 2009-02 ($14.32): $1,000 then is $9,425 today. The worst was 2026-08 ($135): $1,000 then is $1,000.

    FAQ

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

    A $1,000 investment in WisdomTree U.S. AI Enhanced Value Fund (AIVL) at the start of 2006 would be worth about $5,013 today, a total return of +401.3%. Dividends are reinvested in these figures.

    What were the best and worst years for AIVL?

    WisdomTree U.S. AI Enhanced Value Fund (AIVL)'s strongest calendar year since 2006 was 2013, a +27.6% return — $1,000 held through that year became about $1,276 by year-end. Its weakest year was 2008, at -36.3%.

    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 AIVL have grown?

    Investing $100 at the end of every month since 2006-06 would have grown to about $70,729 on $24,300 invested.

    Did AIVL beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $6,068. AIVL trailed the S&P 500 by +17.4% 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

    WisdomTree U.S. AI Enhanced Value Fund (AIVL) historical total-return data from 2006-06 to 2026-08, reduced to month-end closes for the tables above.

    Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. 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 (Yahoo Finance): 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 Yahoo Finance. As of 2026-08. Not financial advice.