What if you'd held UPGD?
A $1,000 investment in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) at the month-end close of 2006-05 would be worth $4,714 at the close of 2026-08 — +371.4% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,069.
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 2006
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2006 | $1,000 | — |
| 2007 | $1,040 | +4.0% |
| 2008 | $637 | -38.8% |
| 2009 | $995 | +56.3% |
| 2010 | $1,268 | +27.4% |
| 2011 | $1,239 | -2.3% |
| 2012 | $1,422 | +14.7% |
| 2013 | $2,038 | +43.4% |
| 2014 | $2,133 | +4.6% |
| 2015 | $2,003 | -6.1% |
| 2016 | $2,398 | +19.7% |
| 2017 | $2,716 | +13.3% |
| 2018 | $2,313 | -14.8% |
| 2019 | $3,054 | +32.0% |
| 2020 | $3,243 | +6.2% |
| 2021 | $4,025 | +24.1% |
| 2022 | $3,495 | -13.2% |
| 2023 | $4,042 | +15.6% |
| 2024 | $4,578 | +13.3% |
| 2025 | $4,986 | +8.9% |
| 2026 | $5,617 | +12.7% |
Best and worst month-end to buy
The best single month-end close to have bought UPGD was 2009-02 ($8.04): $1,000 then is $10,367 today. The worst was 2026-08 ($83.35): $1,000 then is $1,000.
FAQ
What would $1,000 in UPGD be worth today?
A $1,000 investment in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) at the start of 2006 would be worth about $4,714 today, a total return of +371.4%. Dividends are reinvested in these figures.
What were the best and worst years for UPGD?
Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)'s strongest calendar year since 2006 was 2009, a +56.3% return — $1,000 held through that year became about $1,563 by year-end. Its weakest year was 2008, at -38.8%.
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 UPGD have grown?
Investing $100 at the end of every month since 2006-05 would have grown to about $76,979 on $24,400 invested.
Did UPGD beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $6,069. UPGD trailed the S&P 500 by +22.3% 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 Bloomberg Analyst Rating Improvers ETF (UPGD) historical total-return data from 2006-05 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.
What if you'd held…
Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.