Performance analysis of DIAX (Nuveen Dow 30SM Dynamic Overwrite Fund)
Annual Return
Over the past 3 years, DIAX has had an average annual return of +8.24%, underperforming the benchmark SPY, which returned +16.68% annual.
Over the past 5 years, DIAX has had an average annual return of +3.66%, underperforming the benchmark SPY, which returned +10.40% annual.
Over the past 10 years, DIAX has had an average annual return of +7.54%, underperforming the benchmark SPY, which returned +13.73% annual.
Since Dec 3, 2014, DIAX has had an average annual return of +5.85%, underperforming the benchmark SPY, which returned +12.27% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.68% | +10.10% | +16.48% | -2.14% | -6.07% | +24.73% | -6.62% | +16.98% | -8.56% | +33.77% | +12.31% | +0.20% |
| 2014 | |||||||||||
| -8.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.98% | -0.71% | -5.93% | -5.68% | |||||||||
| 2025 | +3.26% | -2.25% | -2.65% | -4.14% | +2.02% | +3.40% | -0.28% | +3.08% | +3.12% | +0.33% | +0.54% | +3.65% | +10.10% |
| 2024 | +2.86% | +0.76% | +3.08% | -5.53% | +0.36% | +2.89% | +3.78% | +0.83% | +3.29% | -1.35% | +7.51% | -2.49% | +16.48% |
| 2023 | +1.16% | -3.44% | -1.17% | +1.77% | -5.29% | +1.76% | +2.27% | -1.66% | -1.44% | -4.67% | +6.28% | +2.93% | -2.14% |
| 2022 | -4.50% | -3.53% | +3.33% | -2.77% | +0.25% | -3.85% | +4.39% | -2.01% | -12.07% | +11.19% | +7.20% | -1.80% | -6.07% |
| 2021 | -3.69% | +3.96% | +8.61% | +1.97% | +3.20% | +1.13% | +0.76% | +2.22% | -2.93% | +5.67% | -2.94% | +5.09% | +24.73% |
| 2020 | -0.73% | -11.41% | -17.42% | +6.31% | +2.85% | +1.39% | -0.88% | +4.89% | -2.49% | -5.99% | +16.59% | +4.37% | -6.62% |
| 2019 | +8.75% | +4.45% | -0.09% | -0.33% | -5.63% | +5.80% | +0.06% | +0.06% | +2.72% | -1.12% | +2.84% | -0.94% | +16.98% |
| 2018 | +1.32% | -4.98% | -0.34% | +4.44% | +7.49% | -5.88% | +2.22% | +3.71% | +2.63% | -10.16% | +4.22% | -11.47% | -8.56% |
| 2017 | +3.47% | +3.41% | -0.92% | +3.26% | +0.62% | +3.19% | +1.82% | -0.60% | +3.13% | +4.18% | +3.51% | +4.55% | +33.77% |
Drawdown analysis of DIAX (Nuveen Dow 30SM Dynamic Overwrite Fund)
The maximum drawdown for the DIAX was -44.81%, occurring on Mar 23, 2020. Recovery took 268 trading sessions.
The current DIAX drawdown is -8.79%.
Since Dec 3, 2014 DIAX has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.81% | Oct 2, 2018 | 369 | Mar 23, 2020 | 268 | Apr 15, 2021 | 637 |
| -24.75% | Dec 8, 2014 | 279 | Jan 20, 2016 | 247 | Jan 11, 2017 | 526 |
| -20.56% | Jan 12, 2022 | 180 | Sep 30, 2022 | 490 | Sep 13, 2024 | 670 |
| -16.84% | Feb 13, 2025 | 37 | Apr 8, 2025 | 114 | Sep 22, 2025 | 151 |
| -10.72% | Jan 26, 2018 | 6 | Feb 5, 2018 | 65 | May 9, 2018 | 71 |
| -9.24% | Feb 11, 2026 | 26 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -7.62% | May 31, 2018 | 20 | Jun 28, 2018 | 36 | Aug 20, 2018 | 56 |
| -5.45% | Dec 2, 2024 | 13 | Dec 19, 2024 | 19 | Jan 21, 2025 | 32 |
| -5.13% | Nov 16, 2021 | 12 | Dec 3, 2021 | 17 | Dec 29, 2021 | 29 |
| -4.06% | Nov 12, 2025 | 6 | Nov 20, 2025 | 8 | Dec 3, 2025 | 14 |
| -3.91% | Aug 12, 2021 | 34 | Sep 30, 2021 | 11 | Oct 15, 2021 | 45 |
| -3.82% | Jun 8, 2021 | 8 | Jun 18, 2021 | 10 | Jul 2, 2021 | 18 |
| -3.43% | May 7, 2021 | 3 | May 12, 2021 | 8 | May 24, 2021 | 11 |
| -3.43% | Oct 16, 2024 | 11 | Oct 31, 2024 | 5 | Nov 7, 2024 | 16 |
| -3.07% | Mar 20, 2017 | 5 | Mar 27, 2017 | 19 | Apr 24, 2017 | 24 |
| -3.02% | Sep 23, 2025 | 13 | Oct 10, 2025 | 12 | Oct 28, 2025 | 25 |
| -2.82% | May 15, 2017 | 2 | May 17, 2017 | 8 | May 30, 2017 | 10 |
| -2.77% | Aug 7, 2017 | 3 | Aug 10, 2017 | 32 | Sep 26, 2017 | 35 |
| -2.32% | Jul 14, 2021 | 3 | Jul 19, 2021 | 8 | Jul 29, 2021 | 11 |
| -2.24% | Jan 12, 2026 | 5 | Jan 20, 2026 | 14 | Feb 9, 2026 | 19 |
| -2.09% | Jul 2, 2021 | 3 | Jul 8, 2021 | 4 | Jul 14, 2021 | 7 |
| -2.04% | May 11, 2018 | 2 | May 15, 2018 | 4 | May 21, 2018 | 6 |
| -2.03% | Aug 22, 2018 | 17 | Sep 17, 2018 | 3 | Sep 20, 2018 | 20 |
| -1.92% | May 24, 2018 | 2 | May 29, 2018 | 2 | May 31, 2018 | 4 |
| -1.80% | Nov 3, 2017 | 7 | Nov 14, 2017 | 5 | Nov 21, 2017 | 12 |