What if you'd held XMVM?
A $1,000 investment in Invesco S&P MidCap Value with Momentum ETF (XMVM) at the month-end close of 2005-03 would be worth $7,312 at the close of 2026-08 — +631.2% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,529.
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 2005
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2005 | $1,000 | — |
| 2006 | $1,144 | +14.4% |
| 2007 | $1,145 | +0.1% |
| 2008 | $719 | -37.2% |
| 2009 | $904 | +25.7% |
| 2010 | $1,038 | +14.7% |
| 2011 | $1,025 | -1.2% |
| 2012 | $1,211 | +18.1% |
| 2013 | $1,709 | +41.1% |
| 2014 | $1,937 | +13.3% |
| 2015 | $1,782 | -8.0% |
| 2016 | $2,294 | +28.8% |
| 2017 | $2,358 | +2.8% |
| 2018 | $2,131 | -9.6% |
| 2019 | $2,778 | +30.4% |
| 2020 | $2,925 | +5.3% |
| 2021 | $3,939 | +34.7% |
| 2022 | $3,616 | -8.2% |
| 2023 | $4,205 | +16.3% |
| 2024 | $4,699 | +11.7% |
| 2025 | $5,566 | +18.4% |
| 2026 | $6,561 | +17.9% |
Best and worst month-end to buy
The best single month-end close to have bought XMVM was 2009-02 ($6.35): $1,000 then is $11,780 today. The worst was 2026-07 ($74.92): $1,000 then is $998.
FAQ
What would $1,000 in XMVM be worth today?
A $1,000 investment in Invesco S&P MidCap Value with Momentum ETF (XMVM) at the start of 2005 would be worth about $7,312 today, a total return of +631.2%. Dividends are reinvested in these figures.
What were the best and worst years for XMVM?
Invesco S&P MidCap Value with Momentum ETF (XMVM)'s strongest calendar year since 2005 was 2013, a +41.1% return — $1,000 held through that year became about $1,411 by year-end. Its weakest year was 2008, at -37.2%.
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 XMVM have grown?
Investing $100 at the end of every month since 2005-03 would have grown to about $104,820 on $25,800 invested.
Did XMVM beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $6,529. XMVM beat the S&P 500 by +12.0% 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
Invesco S&P MidCap Value with Momentum ETF (XMVM) historical total-return data from 2005-03 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.