Wall Street RegretsThe regret calculator.

What if you'd held NUW?

A $1,000 investment in Nuveen AMT-Free Municipal Value Fund (NUW) at the month-end close of 2009-02 would be worth $2,060 at the close of 2026-08 — +106.0% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $10,486.

$1,000 since 2009$2,060Total return+106.0%Multiple2.1×CAGR+4.2%

Your scenario

Dates resolve to the nearest month-end close.
Leave empty for "held until today".
Invested at each month-end. Starts on the buy date.

Result

Worth$2,060Gain+$1,060 (+106.0%)Multiple2.1×CAGR+4.2%

    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.

    2009$2,0602010$1,8722011$1,8192012$1,5262013$1,4382014$1,5762015$1,3072016$1,2192017$1,2832018$1,1462019$1,2722020$1,1162021$1,0702022$1,0192023$1,2012024$1,1572025$1,1182026$1,017

    Every year, $1,000 from 2009

    YearValue of $1,000Year return
    2009$1,000
    2010$1,029+2.9%
    2011$1,226+19.2%
    2012$1,302+6.1%
    2013$1,188-8.7%
    2014$1,433+20.6%
    2015$1,536+7.2%
    2016$1,459-5.0%
    2017$1,634+12.0%
    2018$1,471-10.0%
    2019$1,677+14.0%
    2020$1,750+4.3%
    2021$1,837+5.0%
    2022$1,558-15.2%
    2023$1,618+3.8%
    2024$1,675+3.5%
    2025$1,841+10.0%
    2026$1,872+1.7%

    Best and worst month-end to buy

    The best single month-end close to have bought NUW was 2009-04 ($6.78): $1,000 then is $2,087 today. The worst was 2026-06 ($14.28): $1,000 then is $991.

    FAQ

    What would $1,000 in NUW be worth today?

    A $1,000 investment in Nuveen AMT-Free Municipal Value Fund (NUW) at the start of 2009 would be worth about $2,060 today, a total return of +106.0%. Dividends are reinvested in these figures.

    What were the best and worst years for NUW?

    Nuveen AMT-Free Municipal Value Fund (NUW)'s strongest calendar year since 2009 was 2014, a +20.6% return — $1,000 held through that year became about $1,206 by year-end. Its weakest year was 2022, at -15.2%.

    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 NUW have grown?

    Investing $100 at the end of every month since 2009-02 would have grown to about $27,604 on $21,100 invested.

    Did NUW beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $10,486. NUW trailed the S&P 500 by +80.4% 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 AMT-Free Municipal Value Fund (NUW) historical total-return data from 2009-02 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.

    Full methodology →

    What if you'd held…

    Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.