Nuveen Mortgage and Income Fund (JLS) Total Return Calculator
$10,000 since Nov 2009, with and without reinvesting · data through Oct 2026
$10,000 invested in Nuveen Mortgage and Income Fund (JLS) ten years ago, at the end of Oct 2016, was worth $15,928 at the end of Oct 2026 with every dividend reinvested: 4.8% a year, against $41,633 in the S&P 500. Since Nov 2009, $10,000 became $26,350 reinvested (5.9% a year), or $18,700 taking the dividends as cash, $12,144 of it paid out along the way.
JLS became
$26,350
S&P 500: $92,852
Return a year
5.9%
S&P 500: 14.1%
Payouts reinvested
$24,884
bought more shares
Worst drop
-26.6%
S&P 500: -23.9%
$10,000, Nov 2009 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | JLS total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −1.7% | $2,340 | +11.7% |
| 2025 | +11.6% | $2,586 | +17.7% |
| 2024 | +17.9% | $2,286 | +24.9% |
| 2023 | +14.9% | $1,804 | +26.2% |
| 2022 | −17.9% | $1,114 | −18.2% |
| 2021 | +11.1% | $977 | +28.7% |
| 2020 | −5.4% | $924 | +18.3% |
| 2019 | +4.3% | $1,247 | +31.2% |
| 2018 | −1.0% | $1,740 | −4.6% |
| 2017 | +17.0% | $2,474 | +21.7% |
| 2016 | +14.1% | $1,182 | +12.0% |
| 2015 | +4.9% | $967 | +1.2% |
| 2014 | +6.7% | $921 | +13.5% |
| 2013 | −4.9% | $1,524 | +32.3% |
| 2012 | +45.5% | $1,048 | +16.0% |
| 2011 | −12.7% | $934 | +1.9% |
| 2010 | +10.5% | $818 | +15.1% |
| 2009 (part) | +0.0% | $0 | +1.9% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: JLS total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Nuveen Mortgage and Income Fund (JLS) at the end of Nov 2009, with dividends reinvested, was worth $26,350 at the end of Oct 2026: 5.9% a year, against $92,852 (14.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, JLS turned $10,000 into $15,928 with dividends reinvested, 4.8% a year.
- Over the 5 years to Oct 2026, JLS returned 3.9% a year with dividends reinvested (S&P 500: 12.0%).
- Taking JLS's dividends as cash instead of reinvesting them, the same $10,000 ended at $18,700, including $12,144 of cash received; reinvesting added $7,650.
- JLS's best calendar year in that time was 2012 (45.5%) and its worst 2022 (-17.9%), with dividends reinvested.
Cite this page
SmarterDividends, "Nuveen Mortgage and Income Fund (JLS) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/JLS/total-return
JLS total return questions
If I invested $10,000 in JLS 10 years ago, how much would I have?
About $15,928 at the end of Oct 2026, with every dividend reinvested: 4.8% a year. Taking them as cash, you'd have shares worth $6,863 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is JLS's total return since Nov 2009?
164% in total, or 5.9% a year, through Oct 2026 with dividends reinvested. The share price alone fell 34%.
How much of JLS's return came from dividends?
About 100% of its yearly return since Nov 2009. Reinvesting them, rather than taking cash, left you $7,650 better off on a $10,000 start.
What was JLS's worst year?
2022, at -17.9% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -26.6%.
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.