What if you'd held IVE?
A $1,000 investment in iShares S&P 500 Value ETF (IVE) at the month-end close of 2000-05 would be worth $6,960 at the close of 2026-08 — +596.0% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $5,426.
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 2000
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2000 | $1,000 | — |
| 2001 | $885 | -11.5% |
| 2002 | $701 | -20.8% |
| 2003 | $922 | +31.5% |
| 2004 | $1,066 | +15.6% |
| 2005 | $1,126 | +5.6% |
| 2006 | $1,359 | +20.6% |
| 2007 | $1,379 | +1.5% |
| 2008 | $844 | -38.8% |
| 2009 | $1,020 | +20.9% |
| 2010 | $1,172 | +14.9% |
| 2011 | $1,164 | -0.7% |
| 2012 | $1,369 | +17.6% |
| 2013 | $1,802 | +31.6% |
| 2014 | $2,021 | +12.2% |
| 2015 | $1,954 | -3.3% |
| 2016 | $2,292 | +17.3% |
| 2017 | $2,642 | +15.3% |
| 2018 | $2,398 | -9.2% |
| 2019 | $3,156 | +31.6% |
| 2020 | $3,195 | +1.2% |
| 2021 | $3,984 | +24.7% |
| 2022 | $3,769 | -5.4% |
| 2023 | $4,601 | +22.1% |
| 2024 | $5,154 | +12.0% |
| 2025 | $5,825 | +13.0% |
| 2026 | $6,600 | +13.3% |
Best and worst month-end to buy
The best single month-end close to have bought IVE was 2002-09 ($23.08): $1,000 then is $10,331 today. The worst was 2026-08 ($238): $1,000 then is $1,000.
FAQ
What would $1,000 in IVE be worth today?
A $1,000 investment in iShares S&P 500 Value ETF (IVE) at the start of 2000 would be worth about $6,960 today, a total return of +596.0%. Dividends are reinvested in these figures.
What were the best and worst years for IVE?
iShares S&P 500 Value ETF (IVE)'s strongest calendar year since 2000 was 2013, a +31.6% return — $1,000 held through that year became about $1,316 by year-end. Its weakest year was 2008, at -38.8%.
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 IVE have grown?
Investing $100 at the end of every month since 2000-05 would have grown to about $137,952 on $31,600 invested.
Did IVE beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $5,426. IVE beat the S&P 500 by +28.3% 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 S&P 500 Value ETF (IVE) historical total-return data from 2000-05 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.