Wall Street RegretsThe regret calculator.

What if you'd held SMLV?

A $1,000 investment in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) at the month-end close of 2013-02 would be worth $4,078 at the close of 2026-08 — +307.8% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $5,089.

$1,000 since 2013$4,078Total return+307.8%Multiple4.1×CAGR+11.0%

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$4,078Gain+$3,078 (+307.8%)Multiple4.1×CAGR+11.0%

    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.

    2013$4,0782014$3,3222015$2,9342016$2,9852017$2,3082018$2,1842019$2,3382020$1,8842021$1,9142022$1,5082023$1,6342024$1,5202025$1,3012026$1,232

    Every year, $1,000 from 2013

    YearValue of $1,000Year return
    2013$1,000
    2014$1,132+13.2%
    2015$1,113-1.7%
    2016$1,440+29.4%
    2017$1,521+5.7%
    2018$1,421-6.6%
    2019$1,763+24.1%
    2020$1,736-1.5%
    2021$2,203+26.9%
    2022$2,033-7.7%
    2023$2,186+7.5%
    2024$2,553+16.8%
    2025$2,697+5.7%
    2026$3,322+23.2%

    Best and worst month-end to buy

    The best single month-end close to have bought SMLV was 2013-02 ($39.16): $1,000 then is $4,078 today. The worst was 2026-08 ($160): $1,000 then is $1,000.

    FAQ

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

    A $1,000 investment in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) at the start of 2013 would be worth about $4,078 today, a total return of +307.8%. Dividends are reinvested in these figures.

    What were the best and worst years for SMLV?

    State Street SPDR US Small Cap Low Volatility Index ETF (SMLV)'s strongest calendar year since 2013 was 2016, a +29.4% return — $1,000 held through that year became about $1,294 by year-end. Its weakest year was 2022, at -7.7%.

    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 SMLV have grown?

    Investing $100 at the end of every month since 2013-02 would have grown to about $35,449 on $16,300 invested.

    Did SMLV beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $5,089. SMLV trailed the S&P 500 by +19.9% 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

    State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) historical total-return data from 2013-02 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.