What if you'd held ISCV?
A $1,000 investment in iShares Morningstar Small-Cap Value ETF (ISCV) at the month-end close of 2004-07 would be worth $6,876 at the close of 2026-08 — +587.6% 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 | $1,046 | +4.6% |
| 2006 | $1,250 | +19.6% |
| 2007 | $1,147 | -8.3% |
| 2008 | $781 | -31.9% |
| 2009 | $1,094 | +40.1% |
| 2010 | $1,376 | +25.7% |
| 2011 | $1,347 | -2.1% |
| 2012 | $1,592 | +18.2% |
| 2013 | $2,153 | +35.2% |
| 2014 | $2,366 | +9.9% |
| 2015 | $2,157 | -8.8% |
| 2016 | $2,757 | +27.8% |
| 2017 | $2,994 | +8.6% |
| 2018 | $2,473 | -17.4% |
| 2019 | $2,956 | +19.5% |
| 2020 | $2,981 | +0.9% |
| 2021 | $3,850 | +29.1% |
| 2022 | $3,443 | -10.6% |
| 2023 | $4,013 | +16.5% |
| 2024 | $4,387 | +9.3% |
| 2025 | $4,842 | +10.4% |
| 2026 | $5,778 | +19.3% |
Best and worst month-end to buy
The best single month-end close to have bought ISCV was 2009-02 ($8.09): $1,000 then is $10,021 today. The worst was 2026-08 ($81.07): $1,000 then is $1,000.
FAQ
What would $1,000 in ISCV be worth today?
A $1,000 investment in iShares Morningstar Small-Cap Value ETF (ISCV) at the start of 2004 would be worth about $6,876 today, a total return of +587.6%. Dividends are reinvested in these figures.
What were the best and worst years for ISCV?
iShares Morningstar Small-Cap Value ETF (ISCV)'s strongest calendar year since 2004 was 2009, a +40.1% return — $1,000 held through that year became about $1,401 by year-end. Its weakest year was 2008, at -31.9%.
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 ISCV have grown?
Investing $100 at the end of every month since 2004-07 would have grown to about $86,421 on $26,600 invested.
Did ISCV beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $6,996. ISCV trailed the S&P 500 by +1.7% 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 Value ETF (ISCV) 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.