NXG NextGen Infrastructure Income Fund (NXG) Total Return Calculator
$10,000 since Sep 2012, with and without reinvesting · data through Oct 2026
$10,000 invested in NXG NextGen Infrastructure Income Fund (NXG) ten years ago, at the end of Oct 2016, was worth $21,151 at the end of Oct 2026 with every dividend reinvested: 7.8% a year, against $41,633 in the S&P 500. Since Sep 2012, $10,000 became $19,125 reinvested (4.7% a year), or $12,584 taking the dividends as cash, $7,736 of it paid out along the way.
NXG became
$19,125
S&P 500: $66,736
Return a year
4.7%
S&P 500: 14.4%
Payouts reinvested
$15,175
bought more shares
Worst drop
-64.1%
S&P 500: -23.9%
$10,000, Sep 2012 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | NXG total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +6.2% | $2,104 | +11.7% |
| 2025 | +26.0% | $2,159 | +17.7% |
| 2024 | +51.2% | $1,894 | +24.9% |
| 2023 | +4.5% | $1,065 | +26.2% |
| 2022 | −7.5% | $583 | −18.2% |
| 2021 | +27.8% | $538 | +28.7% |
| 2020 | −23.6% | $813 | +18.3% |
| 2019 | +12.6% | $1,115 | +31.2% |
| 2018 | −27.6% | $987 | −4.6% |
| 2017 | +25.7% | $793 | +21.7% |
| 2016 | +35.4% | $868 | +12.0% |
| 2015 | −26.6% | $753 | +1.2% |
| 2014 | −9.2% | $727 | +13.5% |
| 2013 | +17.9% | $672 | +32.3% |
| 2012 (part) | −8.2% | $104 | −0.4% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: NXG total return
Data as of · Source: SmarterDividends data
- $10,000 invested in NXG NextGen Infrastructure Income Fund (NXG) at the end of Sep 2012, with dividends reinvested, was worth $19,125 at the end of Oct 2026: 4.7% a year, against $66,736 (14.4% a year) in the S&P 500.
- Over the 10 years to Oct 2026, NXG turned $10,000 into $21,151 with dividends reinvested, 7.8% a year.
- Over the 5 years to Oct 2026, NXG returned 12.3% a year with dividends reinvested (S&P 500: 12.0%).
- Taking NXG's dividends as cash instead of reinvesting them, the same $10,000 ended at $12,584, including $7,736 of cash received; reinvesting added $6,540.
- NXG's best calendar year in that time was 2024 (51.2%) and its worst 2018 (-27.6%), with dividends reinvested.
Cite this page
SmarterDividends, "NXG NextGen Infrastructure Income Fund (NXG) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/NXG/total-return
NXG total return questions
If I invested $10,000 in NXG 10 years ago, how much would I have?
About $21,151 at the end of Oct 2026, with every dividend reinvested: 7.8% a year. Taking them as cash, you'd have shares worth $7,365 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is NXG's total return since Sep 2012?
91% in total, or 4.7% a year, through Oct 2026 with dividends reinvested. The share price alone fell 52%.
How much of NXG's return came from dividends?
About 100% of its yearly return since Sep 2012. Reinvesting them, rather than taking cash, left you $6,540 better off on a $10,000 start.
What was NXG's worst year?
2018, at -27.6% with dividends reinvested (S&P 500: -4.6%). Its deepest fall from a peak, on month-end values, was -64.1%.
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.