Wall Street RegretsThe regret calculator.

What if you'd held IIM?

A $1,000 investment in Invesco Value Municipal Income Trust (IIM) at the month-end close of 1993-02 would be worth $5,559 at the close of 2026-08 — +455.9% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $17,385.

$1,000 since 1993$5,559Total return+455.9%Multiple5.6×CAGR+5.3%

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$5,559Gain+$4,559 (+455.9%)Multiple5.6×CAGR+5.3%

    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.

    2000$4,6912001$4,1242002$3,7672003$3,4292004$3,1012005$3,1162006$2,9082007$2,6742008$2,7142009$3,1872010$2,2952011$2,2382012$1,7702013$1,6022014$1,8752015$1,4562016$1,3902017$1,4712018$1,3732019$1,4372020$1,2102021$1,1302022$9902023$1,3272024$1,3002025$1,2032026$1,076

    Every year, $1,000 from 1993

    YearValue of $1,000Year return
    1993$1,000
    1994$795-20.5%
    1995$886+11.5%
    1996$945+6.7%
    1997$1,178+24.6%
    1998$1,388+17.8%
    1999$1,228-11.5%
    2000$1,397+13.8%
    2001$1,530+9.5%
    2002$1,680+9.9%
    2003$1,858+10.6%
    2004$1,849-0.5%
    2005$1,982+7.2%
    2006$2,155+8.8%
    2007$2,123-1.5%
    2008$1,808-14.8%
    2009$2,511+38.9%
    2010$2,575+2.5%
    2011$3,256+26.4%
    2012$3,598+10.5%
    2013$3,073-14.6%
    2014$3,959+28.8%
    2015$4,146+4.7%
    2016$3,918-5.5%
    2017$4,196+7.1%
    2018$4,009-4.5%
    2019$4,763+18.8%
    2020$5,100+7.1%
    2021$5,822+14.1%
    2022$4,342-25.4%
    2023$4,434+2.1%
    2024$4,790+8.0%
    2025$5,356+11.8%
    2026$5,763+7.6%

    Best and worst month-end to buy

    The best single month-end close to have bought IIM was 1994-10 ($1.68): $1,000 then is $7,512 today. The worst was 2021-12 ($12.75): $1,000 then is $990.

    FAQ

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

    A $1,000 investment in Invesco Value Municipal Income Trust (IIM) at the start of 1993 would be worth about $5,559 today, a total return of +455.9%. Dividends are reinvested in these figures.

    What were the best and worst years for IIM?

    Invesco Value Municipal Income Trust (IIM)'s strongest calendar year since 1993 was 2009, a +38.9% return — $1,000 held through that year became about $1,389 by year-end. Its weakest year was 2022, at -25.4%.

    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 IIM have grown?

    Investing $100 at the end of every month since 1993-02 would have grown to about $114,436 on $40,300 invested.

    Did IIM beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $17,385. IIM trailed the S&P 500 by +68.0% 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

    Invesco Value Municipal Income Trust (IIM) historical total-return data from 1993-02 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.