Nuveen California AMT-Free Quality Municipal Income Fund (NKX) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) ten years ago, at the end of Oct 2016, was worth $12,417 at the end of Oct 2026 with every dividend reinvested: 2.2% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $23,734 reinvested (4.7% a year), or $18,308 taking the dividends as cash, $10,468 of it paid out along the way.
NKX became
$23,734
S&P 500: $72,756
Return a year
4.7%
S&P 500: 11.1%
Payouts reinvested
$19,007
bought more shares
Worst drop
-34.6%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | NKX total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −3.9% | $1,496 | +11.7% |
| 2025 | +6.0% | $1,745 | +17.7% |
| 2024 | +16.4% | $1,373 | +24.9% |
| 2023 | −1.9% | $860 | +26.2% |
| 2022 | −18.5% | $1,016 | −18.2% |
| 2021 | +4.7% | $1,022 | +28.7% |
| 2020 | +8.1% | $955 | +18.3% |
| 2019 | +25.2% | $887 | +31.2% |
| 2018 | −13.4% | $891 | −4.6% |
| 2017 | +13.0% | $1,000 | +21.7% |
| 2016 | −1.5% | $1,078 | +12.0% |
| 2015 | +10.6% | $1,015 | +1.2% |
| 2014 | +28.9% | $931 | +13.5% |
| 2013 | −12.4% | $802 | +32.3% |
| 2012 | +7.1% | $877 | +16.0% |
| 2011 | +28.0% | $756 | +1.9% |
| 2010 | +2.0% | $680 | +15.1% |
| 2009 | +36.9% | $1,074 | +26.4% |
| 2008 | −23.4% | $550 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: NKX total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) at the end of Dec 2007, with dividends reinvested, was worth $23,734 at the end of Oct 2026: 4.7% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, NKX turned $10,000 into $12,417 with dividends reinvested, 2.2% a year.
- Over the 5 years to Oct 2026, NKX returned -1.6% a year with dividends reinvested (S&P 500: 12.0%).
- Taking NKX's dividends as cash instead of reinvesting them, the same $10,000 ended at $18,308, including $10,468 of cash received; reinvesting added $5,426.
- NKX's best calendar year in that time was 2009 (36.9%) and its worst 2008 (-23.4%), with dividends reinvested.
Cite this page
SmarterDividends, "Nuveen California AMT-Free Quality Municipal Income Fund (NKX) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/NKX/total-return
NKX total return questions
If I invested $10,000 in NKX 10 years ago, how much would I have?
About $12,417 at the end of Oct 2026, with every dividend reinvested: 2.2% a year. Taking them as cash, you'd have shares worth $7,334 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is NKX's total return since Dec 2007?
137% in total, or 4.7% a year, through Oct 2026 with dividends reinvested. The share price alone fell 22%.
How much of NKX's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $5,426 better off on a $10,000 start.
What was NKX's worst year?
2008, at -23.4% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -34.6%.
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.