What if you'd held IMCG?
A $1,000 investment in iShares Morningstar Mid-Cap Growth ETF (IMCG) at the month-end close of 2004-07 would be worth $11,686 at the close of 2026-08 — +1068.6% 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 | $1,159 | +15.9% |
| 2006 | $1,265 | +9.2% |
| 2007 | $1,511 | +19.4% |
| 2008 | $808 | -46.5% |
| 2009 | $1,149 | +42.2% |
| 2010 | $1,468 | +27.8% |
| 2011 | $1,426 | -2.8% |
| 2012 | $1,648 | +15.5% |
| 2013 | $2,206 | +33.8% |
| 2014 | $2,436 | +10.5% |
| 2015 | $2,415 | -0.9% |
| 2016 | $2,545 | +5.4% |
| 2017 | $3,196 | +25.6% |
| 2018 | $3,078 | -3.7% |
| 2019 | $4,176 | +35.7% |
| 2020 | $6,083 | +45.7% |
| 2021 | $7,019 | +15.4% |
| 2022 | $5,209 | -25.8% |
| 2023 | $6,288 | +20.7% |
| 2024 | $7,429 | +18.1% |
| 2025 | $7,916 | +6.5% |
| 2026 | $9,757 | +23.3% |
Best and worst month-end to buy
The best single month-end close to have bought IMCG was 2009-02 ($7.25): $1,000 then is $13,539 today. The worst was 2026-06 ($98.30): $1,000 then is $999.
FAQ
What would $1,000 in IMCG be worth today?
A $1,000 investment in iShares Morningstar Mid-Cap Growth ETF (IMCG) at the start of 2004 would be worth about $11,686 today, a total return of +1068.6%. Dividends are reinvested in these figures.
What were the best and worst years for IMCG?
iShares Morningstar Mid-Cap Growth ETF (IMCG)'s strongest calendar year since 2004 was 2020, a +45.7% return — $1,000 held through that year became about $1,457 by year-end. Its weakest year was 2008, at -46.5%.
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 IMCG have grown?
Investing $100 at the end of every month since 2004-07 would have grown to about $126,508 on $26,600 invested.
Did IMCG beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $6,996. IMCG beat the S&P 500 by +67.0% 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
iShares Morningstar Mid-Cap Growth ETF (IMCG) 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.