What if you'd held JOF?
A $1,000 investment in Japan Smaller Capitalization Fund Inc (JOF) at the month-end close of 1990-03 would be worth $3,410 at the close of 2026-08 — +241.0% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $22,675.
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 1990
| Year | Value of $1,000 | Year return |
|---|---|---|
| 1990 | $1,000 | — |
| 1991 | $1,260 | +26.0% |
| 1992 | $927 | -26.5% |
| 1993 | $1,199 | +29.4% |
| 1994 | $1,187 | -1.0% |
| 1995 | $1,065 | -10.3% |
| 1996 | $805 | -24.4% |
| 1997 | $585 | -27.3% |
| 1998 | $642 | +9.7% |
| 1999 | $1,459 | +127.2% |
| 2000 | $805 | -44.8% |
| 2001 | $797 | -1.0% |
| 2002 | $866 | +8.7% |
| 2003 | $1,545 | +78.4% |
| 2004 | $1,715 | +11.1% |
| 2005 | $2,163 | +26.1% |
| 2006 | $1,955 | -9.6% |
| 2007 | $1,443 | -26.2% |
| 2008 | $1,122 | -22.3% |
| 2009 | $1,138 | +1.4% |
| 2010 | $1,407 | +23.6% |
| 2011 | $1,134 | -19.4% |
| 2012 | $1,150 | +1.4% |
| 2013 | $1,496 | +30.0% |
| 2014 | $1,488 | -0.5% |
| 2015 | $1,846 | +24.0% |
| 2016 | $1,927 | +4.4% |
| 2017 | $2,711 | +40.7% |
| 2018 | $2,289 | -15.6% |
| 2019 | $2,667 | +16.5% |
| 2020 | $2,793 | +4.7% |
| 2021 | $2,622 | -6.1% |
| 2022 | $2,175 | -17.1% |
| 2023 | $2,638 | +21.3% |
| 2024 | $2,780 | +5.4% |
| 2025 | $4,228 | +52.0% |
| 2026 | $5,033 | +19.0% |
Best and worst month-end to buy
The best single month-end close to have bought JOF was 1998-08 ($1.18): $1,000 then is $10,492 today. The worst was 2026-08 ($12.38): $1,000 then is $1,000.
FAQ
What would $1,000 in JOF be worth today?
A $1,000 investment in Japan Smaller Capitalization Fund Inc (JOF) at the start of 1990 would be worth about $3,410 today, a total return of +241.0%. Dividends are reinvested in these figures.
What were the best and worst years for JOF?
Japan Smaller Capitalization Fund Inc (JOF)'s strongest calendar year since 1990 was 1999, a +127.2% return — $1,000 held through that year became about $2,272 by year-end. Its weakest year was 2000, at -44.8%.
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 JOF have grown?
Investing $100 at the end of every month since 1990-03 would have grown to about $158,420 on $43,800 invested.
Did JOF beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $22,675. JOF trailed the S&P 500 by +85.0% 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
Japan Smaller Capitalization Fund Inc (JOF) historical total-return data from 1990-03 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.