What if you'd held AVK?
A $1,000 investment in Advent Convertible and Income Fund (AVK) at the month-end close of 2003-04 would be worth $4,733 at the close of 2026-09 — +373.3% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $13,084.
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 2026-09, dividends included.
Every year, $1,000 from 2003
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2003 | $1,000 | — |
| 2004 | $1,102 | +10.2% |
| 2005 | $1,048 | -4.9% |
| 2006 | $1,429 | +36.4% |
| 2007 | $1,279 | -10.5% |
| 2008 | $673 | -47.3% |
| 2009 | $1,051 | +56.1% |
| 2010 | $1,340 | +27.5% |
| 2011 | $1,184 | -11.7% |
| 2012 | $1,388 | +17.2% |
| 2013 | $1,714 | +23.5% |
| 2014 | $1,609 | -6.2% |
| 2015 | $1,432 | -11.0% |
| 2016 | $1,687 | +17.8% |
| 2017 | $1,980 | +17.3% |
| 2018 | $1,714 | -13.4% |
| 2019 | $2,340 | +36.5% |
| 2020 | $2,752 | +17.6% |
| 2021 | $3,582 | +30.2% |
| 2022 | $2,347 | -34.5% |
| 2023 | $2,772 | +18.1% |
| 2024 | $3,310 | +19.4% |
| 2025 | $3,963 | +19.7% |
| 2026 | $4,218 | +6.4% |
Best and worst month-end to buy
The best single month-end close to have bought AVK was 2009-02 ($1.76): $1,000 then is $7,045 today. The worst was 2026-06 ($12.87): $1,000 then is $963.
FAQ
What would $1,000 in AVK be worth today?
A $1,000 investment in Advent Convertible and Income Fund (AVK) at the start of 2003 would be worth about $4,733 today, a total return of +373.3%. Dividends are reinvested in these figures.
What were the best and worst years for AVK?
Advent Convertible and Income Fund (AVK)'s strongest calendar year since 2003 was 2009, a +56.1% return — $1,000 held through that year became about $1,561 by year-end. Its weakest year was 2008, at -47.3%.
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 AVK have grown?
Investing $100 at the end of every month since 2003-04 would have grown to about $76,731 on $28,200 invested.
Did AVK beat the S&P 500?
Over the same period, $1,000 in the S&P 500 with dividends reinvested (the S&P 500 Total Return index) would be worth $13,084. AVK trailed the S&P 500 by +63.8% 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
Advent Convertible and Income Fund (AVK) historical total-return data from 2003-04 to 2026-09, reduced to month-end closes for the tables above.
Returns use adjusted close prices — adjusted for stock splits and reinvested dividends, the same convention used by major brokerages. End-of-day and live prices come from EODHD; parts of the deep historical series are carried over from Yahoo Finance data. 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 (EODHD): 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 EODHD and Yahoo Finance. As of 2026-09-04. Not financial advice.