Wall Street RegretsThe regret calculator.

What if you'd held SPHB?

A $1,000 investment in Invesco S&P 500 High Beta ETF (SPHB) at the month-end close of 2011-05 would be worth $7,227 at the close of 2026-08 — +622.7% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $5,730.

$1,000 since 2011$7,227Total return+622.7%Multiple7.2×CAGR+13.8%

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$7,227Gain+$6,227 (+622.7%)Multiple7.2×CAGR+13.8%

    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.

    2011$7,2272012$9,3452013$7,9202014$5,6302015$4,9982016$5,7342017$4,5422018$3,8542019$4,5652020$3,4072021$2,7262022$1,9442023$2,4482024$1,8372025$1,6932026$1,274

    Every year, $1,000 from 2011

    YearValue of $1,000Year return
    2011$1,000
    2012$1,180+18.0%
    2013$1,660+40.7%
    2014$1,870+12.7%
    2015$1,630-12.8%
    2016$2,057+26.2%
    2017$2,425+17.9%
    2018$2,047-15.6%
    2019$2,743+34.0%
    2020$3,428+25.0%
    2021$4,806+40.2%
    2022$3,817-20.6%
    2023$5,087+33.3%
    2024$5,518+8.5%
    2025$7,333+32.9%
    2026$9,345+27.4%

    Best and worst month-end to buy

    The best single month-end close to have bought SPHB was 2011-09 ($13.92): $1,000 then is $10,674 today. The worst was 2026-06 ($156): $1,000 then is $955.

    FAQ

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

    A $1,000 investment in Invesco S&P 500 High Beta ETF (SPHB) at the start of 2011 would be worth about $7,227 today, a total return of +622.7%. Dividends are reinvested in these figures.

    What were the best and worst years for SPHB?

    Invesco S&P 500 High Beta ETF (SPHB)'s strongest calendar year since 2011 was 2013, a +40.7% return — $1,000 held through that year became about $1,407 by year-end. Its weakest year was 2022, at -20.6%.

    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 SPHB have grown?

    Investing $100 at the end of every month since 2011-05 would have grown to about $76,107 on $18,400 invested.

    Did SPHB beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $5,730. SPHB beat the S&P 500 by +26.1% 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 500 High Beta ETF (SPHB) historical total-return data from 2011-05 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.