What if you'd held NCA?
A $1,000 investment in Nuveen California Municipal Value Fund (NCA) at the month-end close of 1987-10 would be worth $7,140 at the close of 2026-08 — +614.0% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $30,613.
Your scenario
Result
If you'd bought $1,000 at the start of each year
Value of $1,000 invested on January 1 of each year, held to 2026-08, dividends included.
Every year, $1,000 from 1987
| Year | Value of $1,000 | Year return |
|---|---|---|
| 1987 | $1,000 | — |
| 1988 | $1,007 | +0.7% |
| 1989 | $1,111 | +10.3% |
| 1990 | $1,201 | +8.1% |
| 1991 | $1,375 | +14.5% |
| 1992 | $1,458 | +6.1% |
| 1993 | $1,653 | +13.3% |
| 1994 | $1,438 | -13.0% |
| 1995 | $1,674 | +16.4% |
| 1996 | $1,715 | +2.5% |
| 1997 | $1,750 | +2.0% |
| 1998 | $1,910 | +9.1% |
| 1999 | $1,569 | -17.8% |
| 2000 | $1,965 | +25.2% |
| 2001 | $2,222 | +13.1% |
| 2002 | $2,257 | +1.6% |
| 2003 | $2,319 | +2.8% |
| 2004 | $2,444 | +5.4% |
| 2005 | $2,694 | +10.2% |
| 2006 | $3,014 | +11.9% |
| 2007 | $2,799 | -7.1% |
| 2008 | $2,729 | -2.5% |
| 2009 | $3,139 | +15.0% |
| 2010 | $3,139 | 0.0% |
| 2011 | $3,646 | +16.2% |
| 2012 | $4,028 | +10.5% |
| 2013 | $3,875 | -3.8% |
| 2014 | $4,653 | +20.1% |
| 2015 | $5,028 | +8.1% |
| 2016 | $5,021 | -0.1% |
| 2017 | $5,174 | +3.0% |
| 2018 | $4,792 | -7.4% |
| 2019 | $5,806 | +21.2% |
| 2020 | $6,076 | +4.7% |
| 2021 | $5,868 | -3.4% |
| 2022 | $5,076 | -13.5% |
| 2023 | $5,604 | +10.4% |
| 2024 | $5,493 | -2.0% |
| 2025 | $6,056 | +10.2% |
| 2026 | $6,396 | +5.6% |
Best and worst month-end to buy
The best single month-end close to have bought NCA was 1987-10 ($1.29): $1,000 then is $7,140 today. The worst was 2026-01 ($9.47): $1,000 then is $973.
FAQ
What would $1,000 in NCA be worth today?
A $1,000 investment in Nuveen California Municipal Value Fund (NCA) at the start of 1987 would be worth about $7,140 today, a total return of +614.0%. Dividends are reinvested in these figures.
What were the best and worst years for NCA?
Nuveen California Municipal Value Fund (NCA)'s strongest calendar year since 1987 was 2000, a +25.2% return — $1,000 held through that year became about $1,252 by year-end. Its weakest year was 1999, at -17.8%.
Does the calculator include dividends and splits?
Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.
How much would $100 per month in NCA have grown?
Investing $100 at the end of every month since 1987-10 would have grown to about $125,630 on $46,700 invested.
Did NCA beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $30,613. NCA trailed the S&P 500 by +76.7% in total return.
Is this investment advice?
No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.
Methodology
Nuveen California Municipal Value Fund (NCA) historical total-return data from 1987-10 to 2026-08, reduced to month-end closes for the tables above.
Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (Yahoo Finance): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.
Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.
What if you'd held…
Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.