Wall Street RegretsThe regret calculator.

What if you'd held ISCG?

A $1,000 investment in iShares Morningstar Small-Cap Growth ETF (ISCG) at the month-end close of 2004-07 would be worth $8,204 at the close of 2026-08 — +720.4% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,996.

$1,000 since 2004$8,204Total return+720.4%Multiple8.2×CAGR+10.0%

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$8,204Gain+$7,204 (+720.4%)Multiple8.2×CAGR+10.0%

    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.

    2004$8,2042005$6,8662006$6,5232007$5,9422008$5,3572009$8,9332010$6,7322011$5,1342012$5,1912013$4,5442014$3,1992015$3,1202016$3,1112017$2,8592018$2,2942019$2,4642020$1,9302021$1,3462022$1,3632023$1,8602024$1,5112025$1,3332026$1,181

    Every year, $1,000 from 2004

    YearValue of $1,000Year return
    2004$1,000
    2005$1,053+5.3%
    2006$1,156+9.8%
    2007$1,282+10.9%
    2008$769-40.0%
    2009$1,020+32.7%
    2010$1,338+31.1%
    2011$1,323-1.1%
    2012$1,511+14.2%
    2013$2,146+42.0%
    2014$2,201+2.5%
    2015$2,207+0.3%
    2016$2,402+8.8%
    2017$2,994+24.6%
    2018$2,787-6.9%
    2019$3,558+27.7%
    2020$5,103+43.4%
    2021$5,039-1.3%
    2022$3,691-26.8%
    2023$4,545+23.1%
    2024$5,151+13.4%
    2025$5,815+12.9%
    2026$6,866+18.1%

    Best and worst month-end to buy

    The best single month-end close to have bought ISCG was 2009-02 ($6.13): $1,000 then is $10,653 today. The worst was 2026-06 ($65.54): $1,000 then is $996.

    FAQ

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

    A $1,000 investment in iShares Morningstar Small-Cap Growth ETF (ISCG) at the start of 2004 would be worth about $8,204 today, a total return of +720.4%. Dividends are reinvested in these figures.

    What were the best and worst years for ISCG?

    iShares Morningstar Small-Cap Growth ETF (ISCG)'s strongest calendar year since 2004 was 2020, a +43.4% return — $1,000 held through that year became about $1,434 by year-end. Its weakest year was 2008, at -40.0%.

    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 ISCG have grown?

    Investing $100 at the end of every month since 2004-07 would have grown to about $99,816 on $26,600 invested.

    Did ISCG beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $6,996. ISCG beat the S&P 500 by +17.3% 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 Small-Cap Growth ETF (ISCG) 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.

    Full methodology →

    What if you'd held…

    Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.