Virtus Global Dividend & Income Fund (ZTR) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Virtus Global Dividend & Income Fund (ZTR) ten years ago, at the end of Oct 2016, was worth $18,672 at the end of Oct 2026 with every dividend reinvested: 6.4% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $28,865 reinvested (5.8% a year), or $16,142 taking the dividends as cash, $12,486 of it paid out along the way.
ZTR became
$28,865
S&P 500: $72,756
Return a year
5.8%
S&P 500: 11.1%
Payouts reinvested
$34,760
bought more shares
Worst drop
-39.7%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | ZTR total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +13.6% | $2,215 | +11.7% |
| 2025 | +18.5% | $2,333 | +17.7% |
| 2024 | +18.3% | $2,110 | +24.9% |
| 2023 | −3.3% | $2,537 | +26.2% |
| 2022 | −22.3% | $2,517 | −18.2% |
| 2021 | +19.7% | $2,334 | +28.7% |
| 2020 | −12.7% | $2,282 | +18.3% |
| 2019 | +44.7% | $2,612 | +31.2% |
| 2018 | −24.9% | $2,193 | −4.6% |
| 2017 | +29.6% | $2,759 | +21.7% |
| 2016 | +11.9% | $1,932 | +12.0% |
| 2015 | −5.1% | $1,285 | +1.2% |
| 2014 | +8.6% | $1,154 | +13.5% |
| 2013 | +22.6% | $1,029 | +32.3% |
| 2012 | +10.9% | $995 | +16.0% |
| 2011 | −4.8% | $1,204 | +1.9% |
| 2010 | +1.2% | $1,159 | +15.1% |
| 2009 | +30.5% | $1,079 | +26.4% |
| 2008 | −17.0% | $1,031 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: ZTR total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Virtus Global Dividend & Income Fund (ZTR) at the end of Dec 2007, with dividends reinvested, was worth $28,865 at the end of Oct 2026: 5.8% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, ZTR turned $10,000 into $18,672 with dividends reinvested, 6.4% a year.
- Over the 5 years to Oct 2026, ZTR returned 3.7% a year with dividends reinvested (S&P 500: 12.0%).
- Taking ZTR's dividends as cash instead of reinvesting them, the same $10,000 ended at $16,142, including $12,486 of cash received; reinvesting added $12,722.
- ZTR's best calendar year in that time was 2019 (44.7%) and its worst 2018 (-24.9%), with dividends reinvested.
Cite this page
SmarterDividends, "Virtus Global Dividend & Income Fund (ZTR) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/ZTR/total-return
ZTR total return questions
If I invested $10,000 in ZTR 10 years ago, how much would I have?
About $18,672 at the end of Oct 2026, with every dividend reinvested: 6.4% a year. Taking them as cash, you'd have shares worth $5,654 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is ZTR's total return since Dec 2007?
189% in total, or 5.8% a year, through Oct 2026 with dividends reinvested. The share price alone fell 63%.
How much of ZTR's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $12,722 better off on a $10,000 start.
What was ZTR's worst year?
2018, at -24.9% with dividends reinvested (S&P 500: -4.6%). Its deepest fall from a peak, on month-end values, was -39.7%.
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.