What if you'd held NCV?
A $1,000 investment in Virtus Convertible & Income Fund Common Shares of Beneficial Interest (NCV) at the month-end close of 2003-03 would be worth $4,313 at the close of 2026-09 — +331.3% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $14,162.
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 | $1,156 | +15.6% |
| 2005 | $1,101 | -4.7% |
| 2006 | $1,346 | +22.3% |
| 2007 | $1,123 | -16.6% |
| 2008 | $478 | -57.4% |
| 2009 | $1,164 | +143.6% |
| 2010 | $1,463 | +25.6% |
| 2011 | $1,364 | -6.7% |
| 2012 | $1,579 | +15.8% |
| 2013 | $1,978 | +25.3% |
| 2014 | $2,136 | +8.0% |
| 2015 | $1,423 | -33.4% |
| 2016 | $1,871 | +31.4% |
| 2017 | $2,305 | +23.2% |
| 2018 | $1,908 | -17.2% |
| 2019 | $2,368 | +24.1% |
| 2020 | $2,649 | +11.9% |
| 2021 | $2,934 | +10.8% |
| 2022 | $1,939 | -33.9% |
| 2023 | $2,184 | +12.7% |
| 2024 | $2,539 | +16.3% |
| 2025 | $3,112 | +22.5% |
| 2026 | $3,632 | +16.7% |
Best and worst month-end to buy
The best single month-end close to have bought NCV was 2008-11 ($1.64): $1,000 then is $10,098 today. The worst was 2026-06 ($17.32): $1,000 then is $956.
FAQ
What would $1,000 in NCV be worth today?
A $1,000 investment in Virtus Convertible & Income Fund Common Shares of Beneficial Interest (NCV) at the start of 2003 would be worth about $4,313 today, a total return of +331.3%. Dividends are reinvested in these figures.
What were the best and worst years for NCV?
Virtus Convertible & Income Fund Common Shares of Beneficial Interest (NCV)'s strongest calendar year since 2003 was 2009, a +143.6% return — $1,000 held through that year became about $2,436 by year-end. Its weakest year was 2008, at -57.4%.
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 NCV have grown?
Investing $100 at the end of every month since 2003-03 would have grown to about $66,690 on $28,300 invested.
Did NCV 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 $14,162. NCV trailed the S&P 500 by +69.5% 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
Virtus Convertible & Income Fund Common Shares of Beneficial Interest (NCV) historical total-return data from 2003-03 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.