Wall Street RegretsThe regret calculator.

What if you'd held XSMO?

A $1,000 investment in Invesco S&P SmallCap Momentum ETF (XSMO) at the month-end close of 2005-03 would be worth $6,670 at the close of 2026-08 — +567.0% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,529.

$1,000 since 2005$6,670Total return+567.0%Multiple6.7×CAGR+9.3%

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$6,670Gain+$5,670 (+567.0%)Multiple6.7×CAGR+9.3%

    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.

    2005$6,6702006$5,8322007$5,5472008$5,6002009$9,0042010$7,6602011$6,0212012$6,1012013$5,3732014$4,0322015$3,8102016$3,8282017$3,5962018$2,9022019$3,0042020$2,3352021$1,9202022$1,6112023$1,9052024$1,5672025$1,3352026$1,215

    Every year, $1,000 from 2005

    YearValue of $1,000Year return
    2005$1,000
    2006$1,051+5.1%
    2007$1,041-1.0%
    2008$648-37.8%
    2009$761+17.5%
    2010$969+27.2%
    2011$956-1.3%
    2012$1,086+13.6%
    2013$1,447+33.3%
    2014$1,531+5.8%
    2015$1,523-0.5%
    2016$1,622+6.5%
    2017$2,010+23.9%
    2018$1,941-3.4%
    2019$2,497+28.7%
    2020$3,038+21.7%
    2021$3,621+19.2%
    2022$3,061-15.5%
    2023$3,721+21.6%
    2024$4,370+17.4%
    2025$4,799+9.8%
    2026$5,832+21.5%

    Best and worst month-end to buy

    The best single month-end close to have bought XSMO was 2009-02 ($8.01): $1,000 then is $10,893 today. The worst was 2026-06 ($93.63): $1,000 then is $932.

    FAQ

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

    A $1,000 investment in Invesco S&P SmallCap Momentum ETF (XSMO) at the start of 2005 would be worth about $6,670 today, a total return of +567.0%. Dividends are reinvested in these figures.

    What were the best and worst years for XSMO?

    Invesco S&P SmallCap Momentum ETF (XSMO)'s strongest calendar year since 2005 was 2013, a +33.3% return — $1,000 held through that year became about $1,333 by year-end. Its weakest year was 2008, at -37.8%.

    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 XSMO have grown?

    Investing $100 at the end of every month since 2005-03 would have grown to about $103,715 on $25,800 invested.

    Did XSMO beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $6,529. XSMO beat the S&P 500 by +2.2% 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 SmallCap Momentum ETF (XSMO) 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.

    Full methodology →

    What if you'd held…

    Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.