Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBXMX (Nuveen S&P 500 Buy-Write Income Fund) | -6.65% | 0.33% | 2.96% | 0.25% | 1.60% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/25/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBXMX (Nuveen S&P 500 Buy-Write Income Fund) | 02/25/2015 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.33 | 2.96 | 0.25 | 1.60 | NA | NA | … | … | -6.65 | 6.65 | 8.82 | 10.80 | -17.66 | 11.20 | 0.59 | 9.92 | -11.18 | 7.96 | 1.35 | -2.89 |
| Sharpe Ratio | NA | -0.17 | -0.01 | -0.19 | 0.00 | NA | NA | … | … | -1.93 | 0.29 | 0.23 | 0.78 | -1.06 | 1.22 | 0.01 | 1.04 | -0.99 | 1.66 | 0.13 | -0.32 |
| Standard Deviation(%) | NA | 8.74 | 10.59 | 12.19 | 12.96 | NA | NA | … | … | 8.98 | 13.13 | 9.73 | 8.42 | 18.07 | 9.17 | 24.78 | 8.17 | 12.68 | 4.44 | 8.75 | 10.78 |
| Draw Down(%) | NA | 8.47 | 17.36 | 22.40 | 27.85 | NA | NA | … | … | 8.47 | 16.78 | 6.53 | 7.06 | 22.25 | 4.46 | 26.90 | 4.23 | 17.00 | 1.90 | 6.97 | 9.17 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.43 | 0.39 | 0.29 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.47 | 1.03 | 1.76 | 0.00 | 1.78 |
Data as of 06/08/2026, Common starting date is 02/25/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBXMX (Nuveen S&P 500 Buy-Write Income Fund) |
-5.39%
Mar 2017 – Mar 2020 |
-3.05%
Mar 2015 – Mar 2020 |
0.78%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBXMX (Nuveen S&P 500 Buy-Write Income Fund) |
9.26%
Sep 2022 – Sep 2025 |
5.30%
Mar 2020 – Mar 2025 |
2.86%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart