NXG Cushing Midstream Energy Fund (SRV) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in NXG Cushing Midstream Energy Fund (SRV) ten years ago, at the end of Oct 2016, was worth $25,918 at the end of Oct 2026 with every dividend reinvested: 10.0% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $9,683 reinvested (-0.2% a year), or $7,102 taking the dividends as cash, $5,819 of it paid out along the way.
SRV became
$9,683
S&P 500: $72,756
Return a year
-0.2%
S&P 500: 11.1%
Payouts reinvested
$12,811
bought more shares
Worst drop
-86.8%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SRV total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +16.3% | $1,038 | +11.7% |
| 2025 | +5.0% | $1,448 | +17.7% |
| 2024 | +50.7% | $958 | +24.9% |
| 2023 | +16.8% | $764 | +26.2% |
| 2022 | +20.1% | $377 | −18.2% |
| 2021 | +50.5% | $171 | +28.7% |
| 2020 | −41.7% | $251 | +18.3% |
| 2019 | +33.9% | $425 | +31.2% |
| 2018 | −21.6% | $380 | −4.6% |
| 2017 | −4.2% | $352 | +21.7% |
| 2016 | +40.5% | $338 | +12.0% |
| 2015 | −61.3% | $291 | +1.2% |
| 2014 | −17.6% | $1,087 | +13.5% |
| 2013 | +25.0% | $1,004 | +32.3% |
| 2012 | −10.7% | $879 | +16.0% |
| 2011 | −7.4% | $816 | +1.9% |
| 2010 | +36.6% | $723 | +15.1% |
| 2009 | +118.5% | $644 | +26.4% |
| 2008 | −69.3% | $863 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SRV total return
Data as of · Source: SmarterDividends data
- $10,000 invested in NXG Cushing Midstream Energy Fund (SRV) at the end of Dec 2007, with dividends reinvested, was worth $9,683 at the end of Oct 2026: -0.2% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SRV turned $10,000 into $25,918 with dividends reinvested, 10.0% a year.
- Over the 5 years to Oct 2026, SRV returned 18.1% a year with dividends reinvested (S&P 500: 12.0%).
- Taking SRV's dividends as cash instead of reinvesting them, the same $10,000 ended at $7,102, including $5,819 of cash received; reinvesting added $2,581.
- SRV's best calendar year in that time was 2009 (118.5%) and its worst 2008 (-69.3%), with dividends reinvested.
Cite this page
SmarterDividends, "NXG Cushing Midstream Energy Fund (SRV) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SRV/total-return
SRV total return questions
If I invested $10,000 in SRV 10 years ago, how much would I have?
About $25,918 at the end of Oct 2026, with every dividend reinvested: 10.0% a year. Taking them as cash, you'd have shares worth $8,433 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SRV's total return since Dec 2007?
-3% in total, or -0.2% a year, through Oct 2026 with dividends reinvested. The share price alone fell 87%.
What was SRV's worst year?
2008, at -69.3% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -86.8%.
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.