Virtus Diversified Income & Convertible Fund (ACV) Total Return Calculator
$10,000 since May 2015, with and without reinvesting · data through Oct 2026
$10,000 invested in Virtus Diversified Income & Convertible Fund (ACV) ten years ago, at the end of Oct 2016, was worth $39,966 at the end of Oct 2026 with every dividend reinvested: 14.9% a year, against $41,633 in the S&P 500. Since May 2015, $10,000 became $33,047 reinvested (11.0% a year), or $21,634 taking the dividends as cash, $12,071 of it paid out along the way.
ACV became
$33,047
S&P 500: $43,246
Return a year
11.0%
S&P 500: 13.7%
Payouts reinvested
$23,658
bought more shares
Worst drop
-41.7%
S&P 500: -23.9%
$10,000, May 2015 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | ACV total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −2.8% | $2,422 | +11.7% |
| 2025 | +33.7% | $3,164 | +17.7% |
| 2024 | +15.3% | $2,346 | +24.9% |
| 2023 | +26.0% | $2,127 | +26.2% |
| 2022 | −36.0% | $2,035 | −18.2% |
| 2021 | +24.4% | $5,711 | +28.7% |
| 2020 | +44.1% | $1,280 | +18.3% |
| 2019 | +44.2% | $1,194 | +31.2% |
| 2018 | −7.0% | $1,072 | −4.6% |
| 2017 | +27.9% | $998 | +21.7% |
| 2016 | +15.7% | $902 | +12.0% |
| 2015 (part) | −23.3% | $406 | −1.9% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: ACV total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Virtus Diversified Income & Convertible Fund (ACV) at the end of May 2015, with dividends reinvested, was worth $33,047 at the end of Oct 2026: 11.0% a year, against $43,246 (13.7% a year) in the S&P 500.
- Over the 10 years to Oct 2026, ACV turned $10,000 into $39,966 with dividends reinvested, 14.9% a year.
- Over the 5 years to Oct 2026, ACV returned 5.2% a year with dividends reinvested (S&P 500: 12.0%).
- Taking ACV's dividends as cash instead of reinvesting them, the same $10,000 ended at $21,634, including $12,071 of cash received; reinvesting added $11,413.
- ACV's best calendar year in that time was 2019 (44.2%) and its worst 2022 (-36.0%), with dividends reinvested.
Cite this page
SmarterDividends, "Virtus Diversified Income & Convertible Fund (ACV) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/ACV/total-return
ACV total return questions
If I invested $10,000 in ACV 10 years ago, how much would I have?
About $39,966 at the end of Oct 2026, with every dividend reinvested: 14.9% a year. Taking them as cash, you'd have shares worth $13,397 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is ACV's total return since May 2015?
230% in total, or 11.0% a year, through Oct 2026 with dividends reinvested. The share price alone fell 4%.
How much of ACV's return came from dividends?
About 100% of its yearly return since May 2015. Reinvesting them, rather than taking cash, left you $11,413 better off on a $10,000 start.
What was ACV's worst year?
2022, at -36.0% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -41.7%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.