Wall Street RegretsThe regret calculator.

What if you'd held SCHA?

A $1,000 investment in Schwab U.S. Small-Cap ETF (SCHA) at the month-end close of 2009-11 would be worth $7,022 at the close of 2026-08 — +602.2% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $7,035.

$1,000 since 2009$7,022Total return+602.2%Multiple7.0×CAGR+12.3%

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$7,022Gain+$6,022 (+602.2%)Multiple7.0×CAGR+12.3%

    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.

    2009$7,0222010$6,5242011$5,0752012$5,2352013$4,4272014$3,1732015$2,9792016$3,1082017$2,5902018$2,2552019$2,5542020$2,0192021$1,6932022$1,4532023$1,8122024$1,5302025$1,3762026$1,233

    Every year, $1,000 from 2009

    YearValue of $1,000Year return
    2009$1,000
    2010$1,285+28.5%
    2011$1,246-3.0%
    2012$1,474+18.3%
    2013$2,056+39.5%
    2014$2,190+6.5%
    2015$2,099-4.2%
    2016$2,519+20.0%
    2017$2,894+14.9%
    2018$2,554-11.7%
    2019$3,231+26.5%
    2020$3,854+19.3%
    2021$4,491+16.5%
    2022$3,601-19.8%
    2023$4,265+18.4%
    2024$4,741+11.2%
    2025$5,291+11.6%
    2026$6,524+23.3%

    Best and worst month-end to buy

    The best single month-end close to have bought SCHA was 2009-11 ($4.98): $1,000 then is $7,022 today. The worst was 2026-06 ($36.13): $1,000 then is $968.

    FAQ

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

    A $1,000 investment in Schwab U.S. Small-Cap ETF (SCHA) at the start of 2009 would be worth about $7,022 today, a total return of +602.2%. Dividends are reinvested in these figures.

    What were the best and worst years for SCHA?

    Schwab U.S. Small-Cap ETF (SCHA)'s strongest calendar year since 2009 was 2013, a +39.5% return — $1,000 held through that year became about $1,395 by year-end. Its weakest year was 2022, at -19.8%.

    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 SCHA have grown?

    Investing $100 at the end of every month since 2009-11 would have grown to about $56,517 on $20,200 invested.

    Did SCHA beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $7,035. SCHA trailed the S&P 500 by +0.2% 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

    Schwab U.S. Small-Cap ETF (SCHA) historical total-return data from 2009-11 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.