What if you'd held IXG?
A $1,000 investment in iShares Global Financial ETF (IXG) at the month-end close of 2001-11 would be worth $4,658 at the close of 2026-08 — +365.8% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,765.
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 2001
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2001 | $1,000 | — |
| 2002 | $830 | -17.0% |
| 2003 | $1,159 | +39.6% |
| 2004 | $1,348 | +16.3% |
| 2005 | $1,504 | +11.6% |
| 2006 | $1,878 | +24.8% |
| 2007 | $1,713 | -8.8% |
| 2008 | $787 | -54.1% |
| 2009 | $1,036 | +31.7% |
| 2010 | $1,076 | +3.9% |
| 2011 | $860 | -20.1% |
| 2012 | $1,129 | +31.3% |
| 2013 | $1,424 | +26.1% |
| 2014 | $1,464 | +2.8% |
| 2015 | $1,411 | -3.6% |
| 2016 | $1,577 | +11.8% |
| 2017 | $1,951 | +23.8% |
| 2018 | $1,633 | -16.3% |
| 2019 | $2,034 | +24.6% |
| 2020 | $1,974 | -3.0% |
| 2021 | $2,469 | +25.1% |
| 2022 | $2,247 | -9.0% |
| 2023 | $2,584 | +15.0% |
| 2024 | $3,247 | +25.7% |
| 2025 | $4,174 | +28.5% |
| 2026 | $4,666 | +11.8% |
Best and worst month-end to buy
The best single month-end close to have bought IXG was 2009-02 ($14.61): $1,000 then is $9,112 today. The worst was 2026-07 ($133): $1,000 then is $999.
FAQ
What would $1,000 in IXG be worth today?
A $1,000 investment in iShares Global Financial ETF (IXG) at the start of 2001 would be worth about $4,658 today, a total return of +365.8%. Dividends are reinvested in these figures.
What were the best and worst years for IXG?
iShares Global Financial ETF (IXG)'s strongest calendar year since 2001 was 2003, a +39.6% return — $1,000 held through that year became about $1,396 by year-end. Its weakest year was 2008, at -54.1%.
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 IXG have grown?
Investing $100 at the end of every month since 2001-11 would have grown to about $96,961 on $29,800 invested.
Did IXG beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $6,765. IXG trailed the S&P 500 by +31.1% 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 Global Financial ETF (IXG) historical total-return data from 2001-11 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.