Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XDIAX (Nuveen Dow 30 Dynamic Overwrite Fund) | 7.97% | 54.89% | 52.32% | 46.16% | 29.80% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/25/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XDIAX (Nuveen Dow 30 Dynamic Overwrite 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 | 54.89 | 52.32 | 46.16 | 29.80 | NA | NA | … | … | 7.97 | 56.44 | 58.04 | 55.41 | 32.93 | 50.88 | 32.04 | 10.03 | -8.93 | 18.43 | 4.88 | -6.44 |
| Sharpe Ratio | NA | 2.83 | 2.64 | 2.36 | 1.52 | NA | NA | … | … | 1.16 | 2.49 | 2.94 | 3.28 | 1.52 | 3.66 | 0.91 | 0.82 | -0.63 | 3.31 | 0.42 | -0.53 |
| Standard Deviation(%) | NA | 18.87 | 18.72 | 18.43 | 18.59 | NA | NA | … | … | 14.68 | 21.64 | 18.50 | 15.96 | 20.83 | 13.89 | 34.77 | 10.45 | 16.35 | 5.40 | 11.04 | 14.20 |
| Draw Down(%) | NA | 8.13 | 10.94 | 10.94 | 32.51 | NA | NA | … | … | 8.13 | 10.94 | 6.75 | 6.44 | 9.94 | 4.48 | 32.51 | 6.09 | 18.09 | 3.49 | 8.68 | 14.08 |
| Yield(%) | 0.00 | 43.81 | 41.81 | 35.73 | 26.30 | 16.37 | 12.28 | … | … | 13.27 | 41.24 | 42.00 | 42.01 | 34.84 | 34.78 | 30.42 | 2.29 | 2.55 | 3.02 | 0.00 | 1.55 |
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 |
|---|---|---|---|---|
| XDIAX (Nuveen Dow 30 Dynamic Overwrite Fund) |
-1.83%
Mar 2017 – Mar 2020 |
-0.61%
Mar 2015 – Mar 2020 |
23.18%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XDIAX (Nuveen Dow 30 Dynamic Overwrite Fund) |
60.97%
Sep 2022 – Sep 2025 |
53.74%
Mar 2020 – Mar 2025 |
30.30%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart