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QQQX: Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund (CEF)
Basic Info 30.17 0.83(2.68%) June 05
| Asset Class: | Technology |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 01/26/2007 |
| Last Dividend Date: | 03/13/2026 |
| 12-Mo. Yield | 9.12% |
| Expenses | - |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/26/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.0 | 8.2 | 30.6 | 15.2 | 9.1 | 13.0 | 13.0 | 11.0 | 15.3 | 25.6 | 21.7 | -27.4 | 25.3 | 15.7 | 28.8 | -11.7 | 39.2 | 3.4 | 8.5 | 16.0 | 27.0 | 25.2 | 1.0 | 7.2 | 79.9 | -41.3 | -0.4 |
| Sharpe Ratio | NA | 2.02 | 2.37 | 0.77 | 0.39 | 0.57 | NA | 0.44 | 0.58 | 1.51 | 1.02 | -1.03 | 1.91 | 0.43 | 1.95 | -0.51 | 2.99 | 0.2 | 0.48 | 1.04 | 2.0 | 1.41 | 0.04 | 0.34 | 2.21 | -0.93 | -0.18 |
| Draw Down(%) | NA | 9.0 | 9.1 | 22.8 | 29.3 | 36.0 | NA | 57.3 | 22.8 | 10.5 | 18.8 | 29.3 | 7.0 | 36.0 | 10.8 | 31.3 | 6.7 | 17.2 | 15.6 | 7.3 | 7.7 | 15.6 | 17.9 | 15.5 | 25.9 | 55.9 | 15.6 |
| Standard Deviation(%) | NA | 17.3 | 14.6 | 17.3 | 19.8 | 21.1 | NA | 23.1 | 21.1 | 14.5 | 17.8 | 28.1 | 13.3 | 35.7 | 14.0 | 26.0 | 12.9 | 15.9 | 17.6 | 15.3 | 13.5 | 18.0 | 22.3 | 20.9 | 36.2 | 45.2 | 19.4 |
| Treynor Ratio | NA | 0.6 | 0.62 | 0.22 | 0.12 | 0.17 | NA | 0.13 | 0.19 | 0.39 | 0.24 | -0.41 | 0.5 | 0.21 | 0.44 | -0.16 | 0.47 | 0.04 | 0.11 | 0.22 | 0.35 | 0.36 | 0.01 | 0.08 | 0.89 | -0.44 | -0.06 |
| Alpha | NA | -0.02 | 0.02 | -0.01 | -0.02 | -0.01 | NA | -0.01 | -0.01 | 0.03 | -0.05 | -0.03 | 0.04 | -0.05 | 0.0 | -0.05 | 0.03 | -0.03 | 0.02 | 0.01 | 0.01 | 0.06 | 0.0 | -0.01 | 0.07 | 0.01 | -0.04 |
| Beta | NA | 0.58 | 0.56 | 0.62 | 0.65 | 0.69 | NA | 0.76 | 0.65 | 0.57 | 0.74 | 0.71 | 0.51 | 0.73 | 0.61 | 0.85 | 0.82 | 0.8 | 0.8 | 0.74 | 0.76 | 0.71 | 0.79 | 0.89 | 0.9 | 0.95 | 0.64 |
| RSquared | NA | 0.62 | 0.62 | 0.71 | 0.7 | 0.66 | NA | 0.62 | 0.78 | 0.73 | 0.62 | 0.73 | 0.58 | 0.69 | 0.62 | 0.59 | 0.5 | 0.71 | 0.68 | 0.45 | 0.51 | 0.42 | 0.79 | 0.75 | 0.48 | 0.71 | 0.35 |
| Yield(%) | N/A | 2.2 | 9.1 | 7.8 | 6.7 | 9.5 | 11.0 | N/A | 8.3 | 8.0 | 8.0 | 6.4 | 7.0 | 6.5 | 7.7 | 6.9 | 7.7 | 7.4 | 7.3 | 7.7 | 7.8 | 9.1 | 8.6 | 8.9 | 18.5 | 10.1 | 8.5 |
| Dividend Growth(%) | N/A | -72.5 | 17.1 | 10.8 | 25.0 | N/A | N/A | N/A | 23.1 | 8.3 | -14.8 | 9.8 | 15.1 | 0.0 | -7.1 | 16.7 | 2.9 | 0.0 | 2.9 | 12.7 | 0.0 | -2.3 | -2.2 | -31.7 | 0.0 | 9.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2007
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