Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QQQX (Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund) | 8.16% | 30.63% | 14.45% | 8.89% | 13.01% | 13.09% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QQQX (Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund) | 01/26/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.98 | 30.63 | 14.45 | 8.89 | 13.01 | 13.09 | NA | … | … | 8.16 | 15.27 | 25.61 | 21.68 | -27.39 | 25.33 | 15.75 | 28.77 | -11.70 | 39.18 | 3.43 | 8.49 | 16.00 | 27.01 | 25.16 | 1.02 | 7.19 | 79.94 | -41.29 | -0.43 |
| Sharpe Ratio | NA | 2.37 | 0.77 | 0.39 | 0.57 | NA | NA | … | … | 2.02 | 0.58 | 1.51 | 1.02 | -1.03 | 1.91 | 0.43 | 1.95 | -0.51 | 2.99 | 0.20 | 0.48 | 1.04 | 2.00 | 1.41 | 0.04 | 0.34 | 2.21 | -0.93 | -0.18 |
| Standard Deviation(%) | NA | 14.57 | 17.34 | 19.78 | 21.13 | NA | NA | … | … | 17.25 | 21.07 | 14.52 | 17.76 | 28.14 | 13.27 | 35.68 | 14.02 | 25.99 | 12.92 | 15.87 | 17.56 | 15.33 | 13.52 | 17.98 | 22.26 | 20.94 | 36.18 | 45.17 | 19.44 |
| Draw Down(%) | NA | 9.11 | 22.80 | 29.33 | 35.96 | NA | NA | … | … | 9.02 | 22.80 | 10.52 | 18.79 | 29.33 | 6.96 | 35.96 | 10.77 | 31.30 | 6.70 | 17.24 | 15.62 | 7.34 | 7.75 | 15.57 | 17.92 | 15.45 | 25.90 | 55.90 | 15.65 |
| Yield(%) | 0.00 | 9.13 | 7.79 | 6.70 | 9.51 | 11.03 | 7.71 | … | … | 2.16 | 8.34 | 7.98 | 8.01 | 6.40 | 7.01 | 6.47 | 7.72 | 6.87 | 7.73 | 7.36 | 7.25 | 7.67 | 7.80 | 9.08 | 8.61 | 8.92 | 18.50 | 10.10 | 8.47 |
Data as of 06/05/2026, Common starting date is 01/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QQQX (Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund) |
-3.05%
Jun 2007 – Jun 2010 |
3.67%
Dec 2017 – Dec 2022 |
9.31%
Oct 2013 – Oct 2023 |
9.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QQQX (Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund) |
32.02%
Feb 2009 – Feb 2012 |
27.32%
Nov 2008 – Nov 2013 |
20.01%
Nov 2008 – Nov 2018 |
15.63%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart