NVII Total Return Calculator
$10,000 since May 2025, with and without reinvesting · data through Oct 2026
Since May 2025, $10,000 became $16,417 reinvested (41.9% a year), or $15,707 taking the distributions as cash, $7,092 of it paid out along the way.
NVII became
$16,417
S&P 500: $13,035
Return a year
41.9%
S&P 500: 20.6%
Payouts reinvested
$9,571
bought more shares
Worst drop
-11.4%
S&P 500: -5.8%
$10,000, May 2025 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | NVII total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +12.5% | $5,903 | +11.7% |
| 2025 (part) | +45.9% | $3,667 | +16.7% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: NVII total return
Data as of · Source: SmarterDividends data
- $10,000 invested in NVII at the end of May 2025, with distributions reinvested, was worth $16,417 at the end of Oct 2026: 41.9% a year, against $13,035 (20.6% a year) in the S&P 500.
- Taking NVII's distributions as cash instead of reinvesting them, the same $10,000 ended at $15,707, including $7,092 of cash received; reinvesting added $710.
Cite this page
SmarterDividends, "NVII Total Return Calculator," updated Nov 8, 2026, https://smarterdividends.com/stocks/NVII/total-return
NVII total return questions
What is NVII's total return since May 2025?
64% in total, or 41.9% a year, through Oct 2026 with distributions reinvested. The share price alone fell 14%.
How much of NVII's return came from distributions?
About 100% of its yearly return since May 2025. Reinvesting them, rather than taking cash, left you $710 better off on a $10,000 start.
What was NVII's worst year?
Not enough full years on record yet.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution 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.