Wall Street RegretsThe regret calculator.

What if you'd held FDIQ?

A $1,000 investment in Invesco Bloomberg Financial Data Providers ETF (FDIQ) at the month-end close of 2011-11 would be worth $4,360 at the close of 2026-08 — +336.0% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,181.

$1,000 since 2011$4,360Total return+336.0%Multiple4.4×CAGR+10.5%

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$4,360Gain+$3,360 (+336.0%)Multiple4.4×CAGR+10.5%

    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.

    2011$4,3602012$4,1732013$3,7182014$2,5212015$2,4552016$2,3432017$1,6922018$1,6622019$2,0342020$1,6462021$1,8082022$1,3292023$1,4322024$1,4442025$1,2812026$1,205

    Every year, $1,000 from 2011

    YearValue of $1,000Year return
    2011$1,000
    2012$1,122+12.2%
    2013$1,655+47.5%
    2014$1,700+2.7%
    2015$1,781+4.8%
    2016$2,466+38.5%
    2017$2,511+1.8%
    2018$2,051-18.3%
    2019$2,535+23.6%
    2020$2,308-8.9%
    2021$3,140+36.1%
    2022$2,913-7.2%
    2023$2,889-0.8%
    2024$3,257+12.7%
    2025$3,463+6.3%
    2026$4,173+20.5%

    Best and worst month-end to buy

    The best single month-end close to have bought FDIQ was 2011-11 ($16.92): $1,000 then is $4,360 today. The worst was 2026-08 ($73.77): $1,000 then is $1,000.

    FAQ

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

    A $1,000 investment in Invesco Bloomberg Financial Data Providers ETF (FDIQ) at the start of 2011 would be worth about $4,360 today, a total return of +336.0%. Dividends are reinvested in these figures.

    What were the best and worst years for FDIQ?

    Invesco Bloomberg Financial Data Providers ETF (FDIQ)'s strongest calendar year since 2011 was 2013, a +47.5% return — $1,000 held through that year became about $1,475 by year-end. Its weakest year was 2018, at -18.3%.

    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 FDIQ have grown?

    Investing $100 at the end of every month since 2011-11 would have grown to about $36,156 on $17,800 invested.

    Did FDIQ beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $6,181. FDIQ trailed the S&P 500 by +29.5% 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 Bloomberg Financial Data Providers ETF (FDIQ) historical total-return data from 2011-11 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.