What if you'd held PHO?
A $1,000 investment in Invesco Water Resources ETF (PHO) at the month-end close of 2005-12 would be worth $5,337 at the close of 2026-08 — +433.7% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,175.
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 2005
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2005 | $1,000 | — |
| 2006 | $1,221 | +22.1% |
| 2007 | $1,426 | +16.8% |
| 2008 | $963 | -32.5% |
| 2009 | $1,137 | +18.1% |
| 2010 | $1,288 | +13.2% |
| 2011 | $1,150 | -10.7% |
| 2012 | $1,430 | +24.4% |
| 2013 | $1,816 | +27.0% |
| 2014 | $1,794 | -1.2% |
| 2015 | $1,521 | -15.2% |
| 2016 | $1,734 | +14.0% |
| 2017 | $2,142 | +23.6% |
| 2018 | $2,005 | -6.4% |
| 2019 | $2,759 | +37.6% |
| 2020 | $3,333 | +20.8% |
| 2021 | $4,376 | +31.3% |
| 2022 | $3,726 | -14.9% |
| 2023 | $4,428 | +18.9% |
| 2024 | $4,808 | +8.6% |
| 2025 | $5,175 | +7.6% |
| 2026 | $5,337 | +3.1% |
Best and worst month-end to buy
The best single month-end close to have bought PHO was 2009-02 ($10.20): $1,000 then is $7,095 today. The worst was 2026-02 ($72.79): $1,000 then is $994.
FAQ
What would $1,000 in PHO be worth today?
A $1,000 investment in Invesco Water Resources ETF (PHO) at the start of 2005 would be worth about $5,337 today, a total return of +433.7%. Dividends are reinvested in these figures.
What were the best and worst years for PHO?
Invesco Water Resources ETF (PHO)'s strongest calendar year since 2005 was 2019, a +37.6% return — $1,000 held through that year became about $1,376 by year-end. Its weakest year was 2008, at -32.5%.
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 PHO have grown?
Investing $100 at the end of every month since 2005-12 would have grown to about $73,541 on $24,900 invested.
Did PHO beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $6,175. PHO trailed the S&P 500 by +13.6% 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
Invesco Water Resources ETF (PHO) historical total-return data from 2005-12 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.