What if you'd held NIE?
A $1,000 investment in Virtus Equity & Convertible Income Fund Common Shares of Beneficial Interest (NIE) at the month-end close of 2007-02 would be worth $5,944 at the close of 2026-08 — +494.4% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $5,479.
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 2007
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2007 | $1,000 | — |
| 2008 | $629 | -37.1% |
| 2009 | $929 | +47.7% |
| 2010 | $1,092 | +17.6% |
| 2011 | $1,000 | -8.4% |
| 2012 | $1,139 | +13.9% |
| 2013 | $1,435 | +25.9% |
| 2014 | $1,652 | +15.2% |
| 2015 | $1,556 | -5.9% |
| 2016 | $1,733 | +11.4% |
| 2017 | $2,144 | +23.7% |
| 2018 | $2,021 | -5.7% |
| 2019 | $2,650 | +31.1% |
| 2020 | $3,544 | +33.7% |
| 2021 | $4,215 | +18.9% |
| 2022 | $3,087 | -26.8% |
| 2023 | $3,913 | +26.7% |
| 2024 | $5,033 | +28.6% |
| 2025 | $5,645 | +12.2% |
| 2026 | $6,239 | +10.5% |
Best and worst month-end to buy
The best single month-end close to have bought NIE was 2008-11 ($2.35): $1,000 then is $11,230 today. The worst was 2026-06 ($26.86): $1,000 then is $983.
FAQ
What would $1,000 in NIE be worth today?
A $1,000 investment in Virtus Equity & Convertible Income Fund Common Shares of Beneficial Interest (NIE) at the start of 2007 would be worth about $5,944 today, a total return of +494.4%. Dividends are reinvested in these figures.
What were the best and worst years for NIE?
Virtus Equity & Convertible Income Fund Common Shares of Beneficial Interest (NIE)'s strongest calendar year since 2007 was 2009, a +47.7% return — $1,000 held through that year became about $1,477 by year-end. Its weakest year was 2008, at -37.1%.
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 NIE have grown?
Investing $100 at the end of every month since 2007-02 would have grown to about $90,476 on $23,500 invested.
Did NIE beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $5,479. NIE beat the S&P 500 by +8.5% 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 Equity & Convertible Income Fund Common Shares of Beneficial Interest (NIE) historical total-return data from 2007-02 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.