Wall Street RegretsThe regret calculator.

What if you'd held ETJ?

A $1,000 investment in Eaton Vance Risk-Managed Diversified Equity Income Fund Common Shares of Beneficial Interest (ETJ) at the month-end close of 2007-07 would be worth $2,761 at the close of 2026-08 — +176.1% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $5,297.

$1,000 since 2007$2,761Total return+176.1%Multiple2.8×CAGR+5.5%

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$2,761Gain+$1,761 (+176.1%)Multiple2.8×CAGR+5.5%

    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.

    2007$2,7612008$2,8842009$2,7082010$2,6322011$2,9442012$3,3672013$3,0292014$2,5302015$2,4282016$2,2902017$2,3092018$1,9432019$2,0922020$1,6472021$1,3482022$1,2042023$1,5592024$1,3652025$1,0542026$1,018

    Every year, $1,000 from 2007

    YearValue of $1,000Year return
    2007$1,000
    2008$1,065+6.5%
    2009$1,096+2.9%
    2010$980-10.6%
    2011$857-12.5%
    2012$952+11.2%
    2013$1,140+19.7%
    2014$1,188+4.2%
    2015$1,259+6.0%
    2016$1,249-0.8%
    2017$1,485+18.9%
    2018$1,379-7.1%
    2019$1,751+27.0%
    2020$2,140+22.2%
    2021$2,396+12.0%
    2022$1,850-22.8%
    2023$2,113+14.2%
    2024$2,737+29.6%
    2025$2,833+3.5%
    2026$2,884+1.8%

    Best and worst month-end to buy

    The best single month-end close to have bought ETJ was 2011-12 ($2.51): $1,000 then is $3,367 today. The worst was 2026-08 ($8.45): $1,000 then is $1,000.

    FAQ

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

    A $1,000 investment in Eaton Vance Risk-Managed Diversified Equity Income Fund Common Shares of Beneficial Interest (ETJ) at the start of 2007 would be worth about $2,761 today, a total return of +176.1%. Dividends are reinvested in these figures.

    What were the best and worst years for ETJ?

    Eaton Vance Risk-Managed Diversified Equity Income Fund Common Shares of Beneficial Interest (ETJ)'s strongest calendar year since 2007 was 2024, a +29.6% return — $1,000 held through that year became about $1,296 by year-end. Its weakest year was 2022, at -22.8%.

    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 ETJ have grown?

    Investing $100 at the end of every month since 2007-07 would have grown to about $47,932 on $23,000 invested.

    Did ETJ beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $5,297. ETJ trailed the S&P 500 by +47.9% 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

    Eaton Vance Risk-Managed Diversified Equity Income Fund Common Shares of Beneficial Interest (ETJ) historical total-return data from 2007-07 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.