Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPXX (Nuveen S&P 500 Dynamic Overwrite Fund) | 1.66% | 10.63% | 12.65% | 6.89% | 10.22% | 9.79% | 8.11% | … | … |
Data as of 06/10/2026, Common starting date is 11/23/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPXX (Nuveen S&P 500 Dynamic Overwrite Fund) | 11/23/2005 | 06/10/2026 |
| 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.07 | 10.63 | 12.65 | 6.89 | 10.22 | 9.79 | 8.11 | … | … | 1.66 | 9.78 | 27.11 | 0.77 | -7.01 | 28.88 | -0.48 | 25.32 | -13.36 | 27.92 | 14.88 | 1.64 | 8.91 | 18.35 | 16.72 | -4.75 | 14.93 | 34.34 | -30.11 | -3.49 | 22.81 | -13.75 |
| Sharpe Ratio | NA | 0.85 | 0.74 | 0.31 | 0.46 | NA | NA | … | … | 0.20 | 0.39 | 2.13 | -0.24 | -0.39 | 2.24 | -0.02 | 1.99 | -0.77 | 2.28 | 1.01 | 0.11 | 0.90 | 1.89 | 1.52 | -0.26 | 0.84 | 1.19 | -0.80 | -0.46 | 1.95 | -2.66 |
| Standard Deviation(%) | NA | 12.13 | 14.00 | 15.82 | 18.52 | NA | NA | … | … | 13.36 | 18.18 | 11.02 | 12.25 | 21.90 | 12.87 | 36.93 | 11.97 | 19.25 | 12.03 | 14.47 | 14.98 | 9.85 | 9.67 | 11.06 | 18.38 | 17.75 | 28.79 | 38.94 | 14.42 | 9.98 | 30.23 |
| Draw Down(%) | NA | 11.86 | 17.64 | 18.13 | 43.98 | NA | NA | … | … | 11.86 | 17.64 | 7.69 | 12.78 | 18.13 | 9.76 | 42.96 | 8.53 | 29.78 | 6.22 | 13.21 | 9.68 | 7.54 | 4.84 | 11.20 | 18.32 | 13.25 | 29.74 | 44.46 | 15.08 | 5.43 | 14.69 |
| Yield(%) | 0.00 | 7.70 | 7.99 | 6.50 | 8.20 | 8.34 | 6.53 | … | … | 1.88 | 7.74 | 8.21 | 7.36 | 6.31 | 6.53 | 6.12 | 7.44 | 6.39 | 6.86 | 7.39 | 7.35 | 7.46 | 8.48 | 9.20 | 8.02 | 8.48 | 9.96 | 8.74 | 8.31 | 9.34 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/23/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPXX (Nuveen S&P 500 Dynamic Overwrite Fund) |
-12.40%
Feb 2006 – Feb 2009 |
-1.13%
Sep 2006 – Sep 2011 |
5.19%
Jan 2006 – Jan 2016 |
6.67%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPXX (Nuveen S&P 500 Dynamic Overwrite Fund) |
22.91%
Feb 2009 – Feb 2012 |
19.23%
Feb 2009 – Feb 2014 |
13.91%
Feb 2009 – Feb 2019 |
11.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart