What if you'd held USA?
A $1,000 investment in Liberty All-Star Equity Fund (USA) at the month-end close of 1986-10 would be worth $29,655 at the close of 2026-08 — +2865.5% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $31,593.
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 1986
| Year | Value of $1,000 | Year return |
|---|---|---|
| 1986 | $1,000 | — |
| 1987 | $720 | -28.0% |
| 1988 | $953 | +32.4% |
| 1989 | $1,223 | +28.3% |
| 1990 | $1,295 | +5.9% |
| 1991 | $1,995 | +54.0% |
| 1992 | $2,280 | +14.3% |
| 1993 | $2,513 | +10.2% |
| 1994 | $2,093 | -16.7% |
| 1995 | $3,010 | +43.8% |
| 1996 | $3,440 | +14.3% |
| 1997 | $4,518 | +31.3% |
| 1998 | $4,876 | +7.9% |
| 1999 | $4,642 | -4.8% |
| 2000 | $5,855 | +26.1% |
| 2001 | $5,772 | -1.4% |
| 2002 | $3,813 | -33.9% |
| 2003 | $5,979 | +56.8% |
| 2004 | $6,642 | +11.1% |
| 2005 | $6,176 | -7.0% |
| 2006 | $6,907 | +11.8% |
| 2007 | $6,528 | -5.5% |
| 2008 | $3,653 | -44.0% |
| 2009 | $4,917 | +34.6% |
| 2010 | $6,010 | +22.2% |
| 2011 | $5,534 | -7.9% |
| 2012 | $6,699 | +21.1% |
| 2013 | $8,948 | +33.6% |
| 2014 | $9,585 | +7.1% |
| 2015 | $9,378 | -2.2% |
| 2016 | $9,964 | +6.2% |
| 2017 | $13,415 | +34.6% |
| 2018 | $12,736 | -5.1% |
| 2019 | $17,793 | +39.7% |
| 2020 | $20,088 | +12.9% |
| 2021 | $26,870 | +33.8% |
| 2022 | $20,098 | -25.2% |
| 2023 | $24,751 | +23.2% |
| 2024 | $29,907 | +20.8% |
| 2025 | $29,933 | +0.1% |
| 2026 | $31,192 | +4.2% |
Best and worst month-end to buy
The best single month-end close to have bought USA was 1987-11 ($0.13): $1,000 then is $47,402 today. The worst was 2024-11 ($6.06): $1,000 then is $993.
FAQ
What would $1,000 in USA be worth today?
A $1,000 investment in Liberty All-Star Equity Fund (USA) at the start of 1986 would be worth about $29,655 today, a total return of +2865.5%. Dividends are reinvested in these figures.
What were the best and worst years for USA?
Liberty All-Star Equity Fund (USA)'s strongest calendar year since 1986 was 2003, a +56.8% return — $1,000 held through that year became about $1,568 by year-end. Its weakest year was 2008, at -44.0%.
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 USA have grown?
Investing $100 at the end of every month since 1986-10 would have grown to about $407,005 on $47,900 invested.
Did USA beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $31,593. USA trailed the S&P 500 by +6.1% 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
Liberty All-Star Equity Fund (USA) historical total-return data from 1986-10 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.