Wall Street RegretsThe regret calculator.

What if you'd held VFH?

A $1,000 investment in Vanguard Financials ETF (VFH) at the month-end close of 2004-01 would be worth $4,539 at the close of 2026-08 — +353.9% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,814.

$1,000 since 2004$4,539Total return+353.9%Multiple4.5×CAGR+6.9%

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$4,539Gain+$3,539 (+353.9%)Multiple4.5×CAGR+6.9%

    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.

    2004$4,5392005$4,1192006$3,8832007$3,2512008$3,9452009$7,7202010$6,7522011$5,8802012$6,8612013$5,4372014$4,0932015$3,5872016$3,6072017$2,8892018$2,4082019$2,7852020$2,1162021$2,1592022$1,5962023$1,8202024$1,5942025$1,2222026$1,064

    Every year, $1,000 from 2004

    YearValue of $1,000Year return
    2004$1,000
    2005$1,061+6.1%
    2006$1,267+19.5%
    2007$1,044-17.6%
    2008$534-48.9%
    2009$610+14.3%
    2010$700+14.8%
    2011$600-14.3%
    2012$758+26.2%
    2013$1,006+32.8%
    2014$1,148+14.1%
    2015$1,142-0.6%
    2016$1,425+24.9%
    2017$1,710+20.0%
    2018$1,479-13.5%
    2019$1,946+31.6%
    2020$1,908-2.0%
    2021$2,580+35.2%
    2022$2,262-12.3%
    2023$2,583+14.2%
    2024$3,369+30.4%
    2025$3,872+14.9%
    2026$4,119+6.4%

    Best and worst month-end to buy

    The best single month-end close to have bought VFH was 2009-02 ($11.57): $1,000 then is $12,156 today. The worst was 2026-08 ($141): $1,000 then is $1,000.

    FAQ

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

    A $1,000 investment in Vanguard Financials ETF (VFH) at the start of 2004 would be worth about $4,539 today, a total return of +353.9%. Dividends are reinvested in these figures.

    What were the best and worst years for VFH?

    Vanguard Financials ETF (VFH)'s strongest calendar year since 2004 was 2021, a +35.2% return — $1,000 held through that year became about $1,352 by year-end. Its weakest year was 2008, at -48.9%.

    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 VFH have grown?

    Investing $100 at the end of every month since 2004-01 would have grown to about $98,849 on $27,200 invested.

    Did VFH beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $6,814. VFH trailed the S&P 500 by +33.4% 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

    Vanguard Financials ETF (VFH) historical total-return data from 2004-01 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.