What if you'd held NFJ?
A $1,000 investment in Virtus Dividend, Interest & Premium Strategy Fund Common Shares of Beneficial Interest (NFJ) at the month-end close of 2005-03 would be worth $4,054 at the close of 2026-08 — +305.4% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,529.
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 2005
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2005 | $1,000 | — |
| 2006 | $1,313 | +31.3% |
| 2007 | $1,333 | +1.5% |
| 2008 | $830 | -37.7% |
| 2009 | $994 | +19.7% |
| 2010 | $1,247 | +25.4% |
| 2011 | $1,264 | +1.4% |
| 2012 | $1,371 | +8.4% |
| 2013 | $1,727 | +26.0% |
| 2014 | $1,724 | -0.2% |
| 2015 | $1,500 | -13.0% |
| 2016 | $1,678 | +11.9% |
| 2017 | $1,891 | +12.7% |
| 2018 | $1,664 | -12.0% |
| 2019 | $2,178 | +30.9% |
| 2020 | $2,451 | +12.5% |
| 2021 | $3,106 | +26.7% |
| 2022 | $2,362 | -24.0% |
| 2023 | $2,865 | +21.3% |
| 2024 | $3,152 | +10.0% |
| 2025 | $3,543 | +12.4% |
| 2026 | $4,509 | +27.3% |
Best and worst month-end to buy
The best single month-end close to have bought NFJ was 2009-03 ($2.27): $1,000 then is $6,912 today. The worst was 2026-08 ($15.69): $1,000 then is $1,000.
FAQ
What would $1,000 in NFJ be worth today?
A $1,000 investment in Virtus Dividend, Interest & Premium Strategy Fund Common Shares of Beneficial Interest (NFJ) at the start of 2005 would be worth about $4,054 today, a total return of +305.4%. Dividends are reinvested in these figures.
What were the best and worst years for NFJ?
Virtus Dividend, Interest & Premium Strategy Fund Common Shares of Beneficial Interest (NFJ)'s strongest calendar year since 2005 was 2006, a +31.3% return — $1,000 held through that year became about $1,313 by year-end. Its weakest year was 2008, at -37.7%.
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 NFJ have grown?
Investing $100 at the end of every month since 2005-03 would have grown to about $72,732 on $25,800 invested.
Did NFJ beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $6,529. NFJ trailed the S&P 500 by +37.9% 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
Virtus Dividend, Interest & Premium Strategy Fund Common Shares of Beneficial Interest (NFJ) historical total-return data from 2005-03 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.