Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XQQQX (Nuveen NASDAQ 100 Dynamic Overwrite Fund) | 7.50% | 28.33% | 22.40% | 13.25% | 12.47% | 11.16% | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XQQQX (Nuveen NASDAQ 100 Dynamic Overwrite Fund) | 02/01/2007 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.50 | 28.33 | 22.40 | 13.25 | 12.47 | 11.16 | NA | … | … | 7.50 | 16.01 | 32.22 | 40.27 | -27.23 | 20.11 | 17.84 | 21.52 | -6.61 | 18.71 | -2.00 | 0.60 | 14.93 | 28.91 | 7.51 | -3.82 | 4.19 | 24.82 | -45.32 | 7.78 |
| Sharpe Ratio | NA | 2.05 | 1.14 | 0.58 | 0.56 | NA | NA | … | … | 1.35 | 0.62 | 1.81 | 2.50 | -1.02 | 1.25 | 0.53 | 1.49 | -0.39 | 2.15 | -0.16 | 0.04 | 1.22 | 2.60 | 0.53 | -0.17 | 0.23 | 1.06 | -1.22 | 0.33 |
| Standard Deviation(%) | NA | 14.82 | 17.71 | 19.71 | 19.84 | NA | NA | … | … | 16.85 | 21.19 | 15.81 | 14.79 | 28.21 | 16.11 | 32.98 | 13.46 | 20.56 | 8.45 | 13.72 | 15.92 | 12.27 | 11.10 | 14.30 | 22.00 | 17.55 | 23.42 | 37.72 | 16.52 |
| Draw Down(%) | NA | 9.70 | 21.10 | 30.20 | 30.20 | NA | NA | … | … | 9.70 | 21.10 | 11.53 | 9.11 | 30.20 | 8.24 | 28.26 | 9.53 | 20.90 | 4.55 | 12.06 | 12.86 | 7.71 | 5.43 | 11.12 | 17.10 | 16.41 | 17.16 | 51.24 | 9.08 |
| Yield(%) | 0.00 | 10.11 | 11.62 | 8.78 | 8.51 | 8.61 | 4.91 | … | … | 2.37 | 9.52 | 11.67 | 13.00 | 7.12 | 6.51 | 7.12 | 2.29 | 5.16 | 1.95 | 0.00 | 0.00 | 7.38 | 5.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 02/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XQQQX (Nuveen NASDAQ 100 Dynamic Overwrite Fund) |
-14.27%
Aug 2007 – Aug 2010 |
-6.81%
Oct 2007 – Oct 2012 |
1.80%
Oct 2007 – Oct 2017 |
2.43%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XQQQX (Nuveen NASDAQ 100 Dynamic Overwrite Fund) |
29.10%
Dec 2022 – Dec 2025 |
15.77%
Oct 2020 – Oct 2025 |
12.80%
May 2016 – May 2026 |
11.00%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart