What if you'd held JBK?
A $1,000 investment in Lehman ABS 3.50 3.50% Adjustable Corp Backed Tr Certs GS Cap I (JBK) at the month-end close of 2004-04 would be worth $4,115 at the close of 2026-08 — +311.5% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,961.
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 | $932 | -6.8% |
| 2006 | $1,049 | +12.5% |
| 2007 | $925 | -11.8% |
| 2008 | $546 | -40.9% |
| 2009 | $1,071 | +96.0% |
| 2010 | $1,336 | +24.8% |
| 2011 | $1,353 | +1.3% |
| 2012 | $1,677 | +23.9% |
| 2013 | $1,749 | +4.3% |
| 2014 | $2,046 | +17.0% |
| 2015 | $2,138 | +4.5% |
| 2016 | $2,024 | -5.4% |
| 2017 | $2,469 | +22.0% |
| 2018 | $2,611 | +5.7% |
| 2019 | $3,264 | +25.0% |
| 2020 | $3,430 | +5.1% |
| 2021 | $3,597 | +4.9% |
| 2022 | $3,270 | -9.1% |
| 2023 | $3,476 | +6.3% |
| 2024 | $3,695 | +6.3% |
| 2025 | $3,845 | +4.0% |
| 2026 | $4,038 | +5.0% |
Best and worst month-end to buy
The best single month-end close to have bought JBK was 2008-12 ($3.48): $1,000 then is $7,391 today. The worst was 2026-05 ($25.97): $1,000 then is $990.
FAQ
What would $1,000 in JBK be worth today?
A $1,000 investment in Lehman ABS 3.50 3.50% Adjustable Corp Backed Tr Certs GS Cap I (JBK) at the start of 2004 would be worth about $4,115 today, a total return of +311.5%. Dividends are reinvested in these figures.
What were the best and worst years for JBK?
Lehman ABS 3.50 3.50% Adjustable Corp Backed Tr Certs GS Cap I (JBK)'s strongest calendar year since 2004 was 2009, a +96.0% return — $1,000 held through that year became about $1,960 by year-end. Its weakest year was 2008, at -40.9%.
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 JBK have grown?
Investing $100 at the end of every month since 2004-04 would have grown to about $65,971 on $26,900 invested.
Did JBK beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $6,961. JBK trailed the S&P 500 by +40.9% 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
Lehman ABS 3.50 3.50% Adjustable Corp Backed Tr Certs GS Cap I (JBK) historical total-return data from 2004-04 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.