Wall Street RegretsThe regret calculator.

What if you'd held PVI?

A $1,000 investment in Invesco Floating Rate Municipal Income ETF (PVI) at the month-end close of 2007-11 would be worth $1,203 at the close of 2026-08 — +20.3% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $5,204.

$1,000 since 2007$1,203Total return+20.3%Multiple1.2×CAGR+1.0%

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$1,203Gain+$203 (+20.3%)Multiple1.2×CAGR+1.0%

    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.

    2007$1,2032008$1,2002009$1,1602010$1,1482011$1,1452012$1,1382013$1,1372014$1,1372015$1,1382016$1,1402017$1,1382018$1,1332019$1,1192020$1,1062021$1,1042022$1,1052023$1,0952024$1,0662025$1,0412026$1,009

    Every year, $1,000 from 2007

    YearValue of $1,000Year return
    2007$1,000
    2008$1,034+3.4%
    2009$1,045+1.0%
    2010$1,048+0.3%
    2011$1,055+0.6%
    2012$1,055+0.0%
    2013$1,0550.0%
    2014$1,054-0.1%
    2015$1,052-0.2%
    2016$1,055+0.2%
    2017$1,059+0.5%
    2018$1,072+1.2%
    2019$1,085+1.1%
    2020$1,086+0.2%
    2021$1,086-0.0%
    2022$1,096+0.9%
    2023$1,126+2.7%
    2024$1,153+2.4%
    2025$1,189+3.1%
    2026$1,200+0.9%

    Best and worst month-end to buy

    The best single month-end close to have bought PVI was 2008-02 ($20.65): $1,000 then is $1,203 today. The worst was 2026-07 ($24.85): $1,000 then is $1,000.

    FAQ

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

    A $1,000 investment in Invesco Floating Rate Municipal Income ETF (PVI) at the start of 2007 would be worth about $1,203 today, a total return of +20.3%. Dividends are reinvested in these figures.

    What were the best and worst years for PVI?

    Invesco Floating Rate Municipal Income ETF (PVI)'s strongest calendar year since 2007 was 2008, a +3.4% return — $1,000 held through that year became about $1,034 by year-end. Its weakest year was 2015, at -0.2%.

    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 PVI have grown?

    Investing $100 at the end of every month since 2007-11 would have grown to about $25,227 on $22,600 invested.

    Did PVI beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $5,204. PVI trailed the S&P 500 by +76.9% 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

    Invesco Floating Rate Municipal Income ETF (PVI) historical total-return data from 2007-11 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.

    Full methodology →

    What if you'd held…

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