What if you'd held CWB?
A $1,000 investment in State Street SPDR Bloomberg Convertible Securities ETF (CWB) at the month-end close of 2009-04 would be worth $6,710 at the close of 2026-08 — +571.0% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $8,831.
Your scenario
Result
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.
Every year, $1,000 from 2009
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2009 | $1,000 | — |
| 2010 | $1,141 | +14.1% |
| 2011 | $1,053 | -7.7% |
| 2012 | $1,218 | +15.6% |
| 2013 | $1,467 | +20.5% |
| 2014 | $1,581 | +7.7% |
| 2015 | $1,568 | -0.8% |
| 2016 | $1,736 | +10.7% |
| 2017 | $2,009 | +15.7% |
| 2018 | $1,969 | -2.0% |
| 2019 | $2,410 | +22.4% |
| 2020 | $3,697 | +53.4% |
| 2021 | $3,777 | +2.2% |
| 2022 | $2,991 | -20.8% |
| 2023 | $3,425 | +14.5% |
| 2024 | $3,770 | +10.1% |
| 2025 | $4,396 | +16.6% |
| 2026 | $5,148 | +17.1% |
Best and worst month-end to buy
The best single month-end close to have bought CWB was 2009-04 ($15.46): $1,000 then is $6,710 today. The worst was 2026-05 ($108): $1,000 then is $962.
FAQ
What would $1,000 in CWB be worth today?
A $1,000 investment in State Street SPDR Bloomberg Convertible Securities ETF (CWB) at the start of 2009 would be worth about $6,710 today, a total return of +571.0%. Dividends are reinvested in these figures.
What were the best and worst years for CWB?
State Street SPDR Bloomberg Convertible Securities ETF (CWB)'s strongest calendar year since 2009 was 2020, a +53.4% return — $1,000 held through that year became about $1,534 by year-end. Its weakest year was 2022, at -20.8%.
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 CWB have grown?
Investing $100 at the end of every month since 2009-04 would have grown to about $59,050 on $20,900 invested.
Did CWB beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $8,831. CWB trailed the S&P 500 by +24.0% 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
State Street SPDR Bloomberg Convertible Securities ETF (CWB) historical total-return data from 2009-04 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.
What if you'd held…
Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.