Nuveen Municipal Value Fund (NUV) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Nuveen Municipal Value Fund (NUV) ten years ago, at the end of Oct 2016, was worth $12,467 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 $20,240 reinvested (3.8% a year), or $17,366 taking the dividends as cash, $8,310 of it paid out along the way.
NUV became
$20,240
S&P 500: $72,756
Return a year
3.8%
S&P 500: 11.1%
Payouts reinvested
$12,680
bought more shares
Worst drop
-26.5%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | NUV total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −3.4% | $759 | +11.7% |
| 2025 | +10.4% | $902 | +17.7% |
| 2024 | +3.9% | $753 | +24.9% |
| 2023 | +4.1% | $722 | +26.2% |
| 2022 | −14.1% | $661 | −18.2% |
| 2021 | −3.5% | $679 | +28.7% |
| 2020 | +7.6% | $709 | +18.3% |
| 2019 | +19.7% | $667 | +31.2% |
| 2018 | −4.9% | $639 | −4.6% |
| 2017 | +10.4% | $691 | +21.7% |
| 2016 | −2.5% | $614 | +12.0% |
| 2015 | +10.0% | $643 | +1.2% |
| 2014 | +11.7% | $645 | +13.5% |
| 2013 | −7.6% | $625 | +32.3% |
| 2012 | +9.5% | $631 | +16.0% |
| 2011 | +12.8% | $675 | +1.9% |
| 2010 | −0.2% | $605 | +15.1% |
| 2009 | +18.3% | $541 | +26.4% |
| 2008 | −2.9% | $517 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: NUV total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Nuveen Municipal Value Fund (NUV) at the end of Dec 2007, with dividends reinvested, was worth $20,240 at the end of Oct 2026: 3.8% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, NUV turned $10,000 into $12,467 with dividends reinvested, 2.2% a year.
- Over the 5 years to Oct 2026, NUV returned -1.6% a year with dividends reinvested (S&P 500: 12.0%).
- Taking NUV's dividends as cash instead of reinvesting them, the same $10,000 ended at $17,366, including $8,310 of cash received; reinvesting added $2,874.
- NUV's best calendar year in that time was 2019 (19.7%) and its worst 2022 (-14.1%), with dividends reinvested.
Cite this page
SmarterDividends, "Nuveen Municipal Value Fund (NUV) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/NUV/total-return
NUV total return questions
If I invested $10,000 in NUV 10 years ago, how much would I have?
About $12,467 at the end of Oct 2026, with every dividend reinvested: 2.2% a year. Taking them as cash, you'd have shares worth $8,457 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is NUV's total return since Dec 2007?
102% in total, or 3.8% a year, through Oct 2026 with dividends reinvested. The share price alone fell 9%.
How much of NUV's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $2,874 better off on a $10,000 start.
What was NUV's worst year?
2022, at -14.1% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -26.5%.
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.