Wall Street RegretsThe regret calculator.

What if you'd held AOK?

A $1,000 investment in iShares Core 30/70 Conservative Allocation ETF (AOK) at the month-end close of 2008-11 would be worth $2,551 at the close of 2026-08 — +155.1% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $8,600.

$1,000 since 2008$2,551Total return+155.1%Multiple2.6×CAGR+5.4%

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$2,551Gain+$1,551 (+155.1%)Multiple2.6×CAGR+5.4%

    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.

    2008$2,5512009$2,4302010$2,2492011$2,0942012$2,0062013$1,8882014$1,7722015$1,7042016$1,7242017$1,6462018$1,5012019$1,5482020$1,3592021$1,2432022$1,1852023$1,3812024$1,2452025$1,1692026$1,050

    Every year, $1,000 from 2008

    YearValue of $1,000Year return
    2008$1,000
    2009$1,080+8.0%
    2010$1,160+7.4%
    2011$1,211+4.4%
    2012$1,287+6.3%
    2013$1,371+6.6%
    2014$1,426+4.0%
    2015$1,410-1.2%
    2016$1,476+4.7%
    2017$1,619+9.7%
    2018$1,569-3.1%
    2019$1,788+13.9%
    2020$1,954+9.3%
    2021$2,050+4.9%
    2022$1,759-14.2%
    2023$1,951+10.9%
    2024$2,079+6.6%
    2025$2,313+11.3%
    2026$2,430+5.0%

    Best and worst month-end to buy

    The best single month-end close to have bought AOK was 2009-02 ($15.93): $1,000 then is $2,599 today. The worst was 2026-08 ($41.40): $1,000 then is $1,000.

    FAQ

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

    A $1,000 investment in iShares Core 30/70 Conservative Allocation ETF (AOK) at the start of 2008 would be worth about $2,551 today, a total return of +155.1%. Dividends are reinvested in these figures.

    What were the best and worst years for AOK?

    iShares Core 30/70 Conservative Allocation ETF (AOK)'s strongest calendar year since 2008 was 2019, a +13.9% return — $1,000 held through that year became about $1,139 by year-end. Its weakest year was 2022, at -14.2%.

    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 AOK have grown?

    Investing $100 at the end of every month since 2008-11 would have grown to about $34,262 on $21,400 invested.

    Did AOK beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $8,600. AOK trailed the S&P 500 by +70.3% 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

    iShares Core 30/70 Conservative Allocation ETF (AOK) historical total-return data from 2008-11 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.