Wall Street RegretsThe regret calculator.

What if you'd held LQDB?

A $1,000 investment in iShares BBB Rated Corporate Bond ETF (LQDB) at the month-end close of 2021-05 would be worth $1,028 at the close of 2026-08 — +2.8% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $1,833.

$1,000 since 2021$1,028Total return+2.8%Multiple1.0×CAGR+0.5%

Your scenario

Dates resolve to the nearest month-end close.
Leave empty for "held until today".
Invested at each month-end. Starts on the buy date.

Result

Worth$1,028Gain+$28.06 (+2.8%)Multiple1.0×CAGR+0.5%

    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.

    2021$1,0282022$1,0092023$1,2052024$1,0992025$1,0742026$999

    Every year, $1,000 from 2021

    YearValue of $1,000Year return
    2021$1,000
    2022$837-16.3%
    2023$918+9.6%
    2024$940+2.4%
    2025$1,010+7.5%
    2026$1,009-0.1%

    Best and worst month-end to buy

    The best single month-end close to have bought LQDB was 2022-10 ($68.16): $1,000 then is $1,247 today. The worst was 2026-02 ($86.39): $1,000 then is $984.

    FAQ

    What would $1,000 in LQDB be worth today?

    A $1,000 investment in iShares BBB Rated Corporate Bond ETF (LQDB) at the start of 2021 would be worth about $1,028 today, a total return of +2.8%. Dividends are reinvested in these figures.

    What were the best and worst years for LQDB?

    iShares BBB Rated Corporate Bond ETF (LQDB)'s strongest calendar year since 2021 was 2023, a +9.6% return — $1,000 held through that year became about $1,096 by year-end. Its weakest year was 2022, at -16.3%.

    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 LQDB have grown?

    Investing $100 at the end of every month since 2021-05 would have grown to about $6,924 on $6,400 invested.

    Did LQDB beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $1,833. LQDB trailed the S&P 500 by +43.9% 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

    iShares BBB Rated Corporate Bond ETF (LQDB) historical total-return data from 2021-05 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.

    Full methodology →

    What if you'd held…

    Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.