Wall Street RegretsThe regret calculator.

What if you'd held FIXD?

A $1,000 investment in First Trust Smith Opportunistic Fixed Income ETF (FIXD) at the month-end close of 2017-02 would be worth $1,163 at the close of 2026-08 — +16.3% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $3,261.

$1,000 since 2017$1,163Total return+16.3%Multiple1.2×CAGR+1.6%

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$1,163Gain+$163 (+16.3%)Multiple1.2×CAGR+1.6%

    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.

    2017$1,1632018$1,1462019$1,1462020$1,0492021$9632022$9762023$1,1462024$1,0842025$1,0792026$999

    Every year, $1,000 from 2017

    YearValue of $1,000Year return
    2017$1,000
    2018$1,0000.0%
    2019$1,093+9.3%
    2020$1,190+8.9%
    2021$1,175-1.3%
    2022$1,000-14.9%
    2023$1,057+5.7%
    2024$1,062+0.5%
    2025$1,147+8.0%
    2026$1,146-0.1%

    Best and worst month-end to buy

    The best single month-end close to have bought FIXD was 2022-10 ($36.31): $1,000 then is $1,188 today. The worst was 2020-12 ($44.80): $1,000 then is $963.

    FAQ

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

    A $1,000 investment in First Trust Smith Opportunistic Fixed Income ETF (FIXD) at the start of 2017 would be worth about $1,163 today, a total return of +16.3%. Dividends are reinvested in these figures.

    What were the best and worst years for FIXD?

    First Trust Smith Opportunistic Fixed Income ETF (FIXD)'s strongest calendar year since 2017 was 2019, a +9.3% return — $1,000 held through that year became about $1,093 by year-end. Its weakest year was 2022, at -14.9%.

    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 FIXD have grown?

    Investing $100 at the end of every month since 2017-02 would have grown to about $12,316 on $11,500 invested.

    Did FIXD beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $3,261. FIXD trailed the S&P 500 by +64.3% 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

    First Trust Smith Opportunistic Fixed Income ETF (FIXD) historical total-return data from 2017-02 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.