What if you'd held ILCV?
A $1,000 investment in iShares Morningstar Large-Cap Value ETF (ILCV) at the month-end close of 2004-07 would be worth $6,553 at the close of 2026-08 — +555.3% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,996.
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 2004
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2004 | $1,000 | — |
| 2005 | $1,067 | +6.7% |
| 2006 | $1,337 | +25.3% |
| 2007 | $1,328 | -0.6% |
| 2008 | $849 | -36.1% |
| 2009 | $943 | +11.0% |
| 2010 | $1,080 | +14.5% |
| 2011 | $1,101 | +1.9% |
| 2012 | $1,241 | +12.7% |
| 2013 | $1,589 | +28.1% |
| 2014 | $1,746 | +9.9% |
| 2015 | $1,707 | -2.3% |
| 2016 | $2,023 | +18.5% |
| 2017 | $2,326 | +15.0% |
| 2018 | $2,182 | -6.2% |
| 2019 | $2,731 | +25.2% |
| 2020 | $2,708 | -0.9% |
| 2021 | $3,431 | +26.7% |
| 2022 | $3,191 | -7.0% |
| 2023 | $3,651 | +14.4% |
| 2024 | $4,273 | +17.0% |
| 2025 | $5,075 | +18.8% |
| 2026 | $5,878 | +15.8% |
Best and worst month-end to buy
The best single month-end close to have bought ILCV was 2009-02 ($12.19): $1,000 then is $8,897 today. The worst was 2026-08 ($108): $1,000 then is $1,000.
FAQ
What would $1,000 in ILCV be worth today?
A $1,000 investment in iShares Morningstar Large-Cap Value ETF (ILCV) at the start of 2004 would be worth about $6,553 today, a total return of +555.3%. Dividends are reinvested in these figures.
What were the best and worst years for ILCV?
iShares Morningstar Large-Cap Value ETF (ILCV)'s strongest calendar year since 2004 was 2013, a +28.1% return — $1,000 held through that year became about $1,281 by year-end. Its weakest year was 2008, at -36.1%.
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 ILCV have grown?
Investing $100 at the end of every month since 2004-07 would have grown to about $96,492 on $26,600 invested.
Did ILCV beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $6,996. ILCV trailed the S&P 500 by +6.3% 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
iShares Morningstar Large-Cap Value ETF (ILCV) historical total-return data from 2004-07 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.
What if you'd held…
Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.