What if you'd held SWZ?
A $1,000 investment in Total Return Securities Fund (SWZ) at the month-end close of 1987-08 would be worth $11,210 at the close of 2026-08 — +1021.0% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $23,372.
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 1987
| Year | Value of $1,000 | Year return |
|---|---|---|
| 1987 | $1,000 | — |
| 1988 | $986 | -1.4% |
| 1989 | $1,572 | +59.4% |
| 1990 | $1,240 | -21.1% |
| 1991 | $1,387 | +11.9% |
| 1992 | $1,455 | +4.9% |
| 1993 | $2,398 | +64.8% |
| 1994 | $1,995 | -16.8% |
| 1995 | $2,264 | +13.5% |
| 1996 | $2,210 | -2.4% |
| 1997 | $3,054 | +38.2% |
| 1998 | $3,567 | +16.8% |
| 1999 | $3,322 | -6.9% |
| 2000 | $3,847 | +15.8% |
| 2001 | $2,997 | -22.1% |
| 2002 | $2,793 | -6.8% |
| 2003 | $3,973 | +42.2% |
| 2004 | $4,902 | +23.4% |
| 2005 | $5,450 | +11.2% |
| 2006 | $7,531 | +38.2% |
| 2007 | $7,232 | -4.0% |
| 2008 | $5,578 | -22.9% |
| 2009 | $5,515 | -1.1% |
| 2010 | $6,668 | +20.9% |
| 2011 | $5,826 | -12.6% |
| 2012 | $6,651 | +14.2% |
| 2013 | $8,946 | +34.5% |
| 2014 | $8,624 | -3.6% |
| 2015 | $8,202 | -4.9% |
| 2016 | $8,025 | -2.2% |
| 2017 | $10,134 | +26.3% |
| 2018 | $8,798 | -13.2% |
| 2019 | $10,910 | +24.0% |
| 2020 | $12,455 | +14.2% |
| 2021 | $14,725 | +18.2% |
| 2022 | $12,123 | -17.7% |
| 2023 | $14,003 | +15.5% |
| 2024 | $13,659 | -2.5% |
| 2025 | $16,948 | +24.1% |
| 2026 | $16,158 | -4.7% |
Best and worst month-end to buy
The best single month-end close to have bought SWZ was 1989-05 ($0.34): $1,000 then is $17,289 today. The worst was 2025-06 ($6.34): $1,000 then is $935.
FAQ
What would $1,000 in SWZ be worth today?
A $1,000 investment in Total Return Securities Fund (SWZ) at the start of 1987 would be worth about $11,210 today, a total return of +1021.0%. Dividends are reinvested in these figures.
What were the best and worst years for SWZ?
Total Return Securities Fund (SWZ)'s strongest calendar year since 1987 was 1993, a +64.8% return — $1,000 held through that year became about $1,648 by year-end. Its weakest year was 2008, at -22.9%.
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 SWZ have grown?
Investing $100 at the end of every month since 1987-08 would have grown to about $222,729 on $46,900 invested.
Did SWZ beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $23,372. SWZ trailed the S&P 500 by +52.0% 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
Total Return Securities Fund (SWZ) historical total-return data from 1987-08 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.