What if you'd held GRX?
A $1,000 investment in The Gabelli Healthcare & Wellness Trust Common Shares of Beneficial Interest (GRX) at the month-end close of 2007-06 would be worth $3,253 at the close of 2026-08 — +225.3% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $5,127.
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 2007
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2007 | $1,000 | — |
| 2008 | $714 | -28.6% |
| 2009 | $957 | +34.0% |
| 2010 | $1,014 | +6.0% |
| 2011 | $1,018 | +0.4% |
| 2012 | $1,275 | +25.3% |
| 2013 | $1,732 | +35.9% |
| 2014 | $1,911 | +10.3% |
| 2015 | $1,975 | +3.4% |
| 2016 | $1,914 | -3.1% |
| 2017 | $2,200 | +14.9% |
| 2018 | $2,075 | -5.7% |
| 2019 | $2,725 | +31.3% |
| 2020 | $2,993 | +9.8% |
| 2021 | $3,654 | +22.1% |
| 2022 | $2,925 | -19.9% |
| 2023 | $2,825 | -3.4% |
| 2024 | $3,096 | +9.6% |
| 2025 | $3,314 | +7.0% |
| 2026 | $3,625 | +9.4% |
Best and worst month-end to buy
The best single month-end close to have bought GRX was 2008-11 ($1.73): $1,000 then is $5,867 today. The worst was 2021-12 ($10.23): $1,000 then is $992.
FAQ
What would $1,000 in GRX be worth today?
A $1,000 investment in The Gabelli Healthcare & Wellness Trust Common Shares of Beneficial Interest (GRX) at the start of 2007 would be worth about $3,253 today, a total return of +225.3%. Dividends are reinvested in these figures.
What were the best and worst years for GRX?
The Gabelli Healthcare & Wellness Trust Common Shares of Beneficial Interest (GRX)'s strongest calendar year since 2007 was 2013, a +35.9% return — $1,000 held through that year became about $1,359 by year-end. Its weakest year was 2008, at -28.6%.
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 GRX have grown?
Investing $100 at the end of every month since 2007-06 would have grown to about $50,662 on $23,100 invested.
Did GRX beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $5,127. GRX trailed the S&P 500 by +36.6% 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
The Gabelli Healthcare & Wellness Trust Common Shares of Beneficial Interest (GRX) historical total-return data from 2007-06 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.