Invesco Trust for Investment Grade New York Municipals (VTN) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Invesco Trust for Investment Grade New York Municipals (VTN) ten years ago, at the end of Oct 2016, was worth $12,075 at the end of Oct 2026 with every dividend reinvested: 1.9% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $23,011 reinvested (4.5% a year), or $18,232 taking the dividends as cash, $11,009 of it paid out along the way.
VTN became
$23,011
S&P 500: $72,756
Return a year
4.5%
S&P 500: 11.1%
Payouts reinvested
$20,062
bought more shares
Worst drop
-37.5%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | VTN total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −7.4% | $1,515 | +11.7% |
| 2025 | +18.8% | $1,714 | +17.7% |
| 2024 | +6.8% | $1,287 | +24.9% |
| 2023 | +7.3% | $740 | +26.2% |
| 2022 | −21.2% | $892 | −18.2% |
| 2021 | +7.2% | $954 | +28.7% |
| 2020 | +0.2% | $879 | +18.3% |
| 2019 | +19.4% | $969 | +31.2% |
| 2018 | −8.2% | $994 | −4.6% |
| 2017 | +8.8% | $969 | +21.7% |
| 2016 | −4.3% | $1,055 | +12.0% |
| 2015 | +13.4% | $1,029 | +1.2% |
| 2014 | +11.4% | $1,062 | +13.5% |
| 2013 | −15.5% | $1,107 | +32.3% |
| 2012 | +15.6% | $1,033 | +16.0% |
| 2011 | +20.3% | $989 | +1.9% |
| 2010 | +8.0% | $1,572 | +15.1% |
| 2009 | +73.6% | $725 | +26.4% |
| 2008 | −32.2% | $576 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: VTN total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Invesco Trust for Investment Grade New York Municipals (VTN) at the end of Dec 2007, with dividends reinvested, was worth $23,011 at the end of Oct 2026: 4.5% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, VTN turned $10,000 into $12,075 with dividends reinvested, 1.9% a year.
- Over the 5 years to Oct 2026, VTN returned 0.1% a year with dividends reinvested (S&P 500: 12.0%).
- Taking VTN's dividends as cash instead of reinvesting them, the same $10,000 ended at $18,232, including $11,009 of cash received; reinvesting added $4,780.
- VTN's best calendar year in that time was 2009 (73.6%) and its worst 2008 (-32.2%), with dividends reinvested.
Cite this page
SmarterDividends, "Invesco Trust for Investment Grade New York Municipals (VTN) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/VTN/total-return
VTN total return questions
If I invested $10,000 in VTN 10 years ago, how much would I have?
About $12,075 at the end of Oct 2026, with every dividend reinvested: 1.9% a year. Taking them as cash, you'd have shares worth $7,089 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is VTN's total return since Dec 2007?
130% in total, or 4.5% a year, through Oct 2026 with dividends reinvested. The share price alone fell 28%.
How much of VTN's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $4,780 better off on a $10,000 start.
What was VTN's worst year?
2008, at -32.2% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -37.5%.
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.