Wall Street RegretsThe regret calculator.

What if you'd held RZV?

A $1,000 investment in Invesco S&P SmallCap 600 Pure Value ETF (RZV) at the month-end close of 2006-03 would be worth $4,820 at the close of 2026-08 — +382.0% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $5,953.

$1,000 since 2006$4,820Total return+382.0%Multiple4.8×CAGR+8.0%

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$4,820Gain+$3,820 (+382.0%)Multiple4.8×CAGR+8.0%

    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.

    2006$4,8202007$4,5032008$5,5632009$9,4522010$5,8102011$4,5202012$4,9132013$4,0452014$2,7852015$2,7112016$3,1082017$2,3202018$2,2922019$2,8532020$2,3322021$2,4312022$1,6692023$1,7912024$1,4562025$1,3862026$1,276

    Every year, $1,000 from 2006

    YearValue of $1,000Year return
    2006$1,000
    2007$809-19.1%
    2008$476-41.1%
    2009$775+62.7%
    2010$996+28.5%
    2011$917-8.0%
    2012$1,113+21.4%
    2013$1,617+45.3%
    2014$1,661+2.7%
    2015$1,449-12.8%
    2016$1,940+34.0%
    2017$1,965+1.2%
    2018$1,578-19.7%
    2019$1,931+22.3%
    2020$1,852-4.0%
    2021$2,698+45.6%
    2022$2,514-6.8%
    2023$3,092+23.0%
    2024$3,248+5.1%
    2025$3,529+8.6%
    2026$4,503+27.6%

    Best and worst month-end to buy

    The best single month-end close to have bought RZV was 2009-02 ($9.90): $1,000 then is $15,200 today. The worst was 2026-08 ($150): $1,000 then is $1,000.

    FAQ

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

    A $1,000 investment in Invesco S&P SmallCap 600 Pure Value ETF (RZV) at the start of 2006 would be worth about $4,820 today, a total return of +382.0%. Dividends are reinvested in these figures.

    What were the best and worst years for RZV?

    Invesco S&P SmallCap 600 Pure Value ETF (RZV)'s strongest calendar year since 2006 was 2009, a +62.7% return — $1,000 held through that year became about $1,627 by year-end. Its weakest year was 2008, at -41.1%.

    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 RZV have grown?

    Investing $100 at the end of every month since 2006-03 would have grown to about $83,371 on $24,600 invested.

    Did RZV beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $5,953. RZV trailed the S&P 500 by +19.0% 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

    Invesco S&P SmallCap 600 Pure Value ETF (RZV) historical total-return data from 2006-03 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.

    Full methodology →

    What if you'd held…

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