What if you'd held PZT?
A $1,000 investment in Invesco New York AMT-Free Municipal Bond ETF (PZT) at the month-end close of 2007-10 would be worth $1,709 at the close of 2026-08 — +70.9% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $4,975.
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 2007
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2007 | $1,000 | — |
| 2008 | $864 | -13.6% |
| 2009 | $1,015 | +17.5% |
| 2010 | $1,015 | -0.1% |
| 2011 | $1,144 | +12.8% |
| 2012 | $1,224 | +7.0% |
| 2013 | $1,140 | -6.9% |
| 2014 | $1,318 | +15.7% |
| 2015 | $1,356 | +2.8% |
| 2016 | $1,378 | +1.6% |
| 2017 | $1,464 | +6.3% |
| 2018 | $1,456 | -0.6% |
| 2019 | $1,595 | +9.5% |
| 2020 | $1,688 | +5.8% |
| 2021 | $1,731 | +2.5% |
| 2022 | $1,505 | -13.1% |
| 2023 | $1,618 | +7.6% |
| 2024 | $1,637 | +1.2% |
| 2025 | $1,666 | +1.8% |
| 2026 | $1,689 | +1.3% |
Best and worst month-end to buy
The best single month-end close to have bought PZT was 2008-11 ($11.25): $1,000 then is $1,966 today. The worst was 2021-07 ($22.75): $1,000 then is $972.
FAQ
What would $1,000 in PZT be worth today?
A $1,000 investment in Invesco New York AMT-Free Municipal Bond ETF (PZT) at the start of 2007 would be worth about $1,709 today, a total return of +70.9%. Dividends are reinvested in these figures.
What were the best and worst years for PZT?
Invesco New York AMT-Free Municipal Bond ETF (PZT)'s strongest calendar year since 2007 was 2009, a +17.5% return — $1,000 held through that year became about $1,175 by year-end. Its weakest year was 2008, at -13.6%.
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 PZT have grown?
Investing $100 at the end of every month since 2007-10 would have grown to about $29,086 on $22,700 invested.
Did PZT beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $4,975. PZT trailed the S&P 500 by +65.6% 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 New York AMT-Free Municipal Bond ETF (PZT) historical total-return data from 2007-10 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.