Performance analysis of QQQX (Nuveen NASDAQ 100 Dynamic Overwrite Fund)
Annual Return
Over the past 3 years, QQQX has had an average annual return of +16.48%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, QQQX has had an average annual return of +9.58%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, QQQX has had an average annual return of +13.49%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Feb 1, 2007, QQQX has had an average annual return of +11.11%, outperforming the benchmark SPY, which returned +10.93% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.83% | +14.80% | +25.61% | +21.63% | -27.38% | +25.33% | +16.02% | +28.76% | -11.70% | +39.18% | +3.43% | +8.42% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +16.07% | +27.02% | +25.15% | +1.02% | +7.20% | +79.90% | -41.29% | -0.93% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.65% | -0.57% | -2.22% | +12.52% | +5.80% | -1.76% | +11.83% | ||||||
| 2025 | +1.18% | -5.33% | -6.22% | +0.25% | +6.01% | +7.18% | +0.53% | +1.13% | +4.14% | +3.02% | -0.53% | +3.41% | +14.80% |
| 2024 | -1.30% | +4.77% | +2.64% | -5.30% | +4.94% | +6.32% | -1.51% | +0.12% | +3.31% | +0.12% | +4.89% | +4.69% | +25.61% |
| 2023 | +10.92% | +2.47% | +4.98% | -0.75% | +4.17% | +2.39% | -0.76% | -5.01% | -2.60% | -7.43% | +9.42% | +3.56% | +21.63% |
| 2022 | -10.80% | -5.38% | +12.16% | -12.02% | -3.16% | -7.89% | +12.32% | -7.91% | -7.21% | +9.56% | +0.14% | -7.17% | -27.38% |
| 2021 | -0.58% | +2.47% | +4.27% | +3.97% | +0.81% | +4.72% | +0.44% | +2.51% | -4.78% | +5.29% | +0.30% | +3.81% | +25.33% |
| 2020 | +0.17% | -11.12% | -9.25% | +15.52% | +7.47% | -0.81% | +6.17% | +7.94% | -6.23% | -7.48% | +13.23% | +3.58% | +16.02% |
| 2019 | +9.90% | +2.27% | +0.80% | +4.04% | -8.72% | +7.71% | +1.65% | -3.12% | +2.28% | +5.10% | +3.26% | +1.63% | +28.76% |
| 2018 | +4.34% | -1.47% | +0.66% | +2.43% | +8.39% | -2.94% | -6.80% | +3.69% | -3.41% | -7.74% | +2.75% | -10.52% | -11.70% |
| 2017 | +4.31% | +6.92% | +1.57% | +4.16% | +4.29% | -1.81% | +2.16% | -0.72% | +2.22% | +6.60% | +3.35% | +0.84% | +39.18% |
Drawdown analysis of QQQX (Nuveen NASDAQ 100 Dynamic Overwrite Fund)
The maximum drawdown for the QQQX was -57.27%, occurring on Nov 20, 2008. Recovery took 205 trading sessions.
The current QQQX drawdown is -1.76%.
Since Feb 1, 2007 QQQX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.27% | Oct 29, 2007 | 269 | Nov 20, 2008 | 205 | Sep 16, 2009 | 474 |
| -35.78% | Feb 19, 2020 | 20 | Mar 18, 2020 | 78 | Jul 9, 2020 | 98 |
| -31.30% | Jun 14, 2018 | 133 | Dec 24, 2018 | 288 | Feb 18, 2020 | 421 |
| -29.32% | Jan 3, 2022 | 248 | Dec 28, 2022 | 379 | Jul 3, 2024 | 627 |
| -22.85% | Jan 23, 2025 | 51 | Apr 7, 2025 | 75 | Jul 25, 2025 | 126 |
| -19.92% | Dec 22, 2009 | 132 | Jul 2, 2010 | 108 | Dec 6, 2010 | 240 |
| -18.67% | Dec 29, 2015 | 30 | Feb 11, 2016 | 144 | Sep 7, 2016 | 174 |
| -18.20% | Nov 28, 2014 | 184 | Aug 24, 2015 | 51 | Nov 4, 2015 | 235 |
| -17.92% | Jul 21, 2011 | 12 | Aug 8, 2011 | 117 | Jan 25, 2012 | 129 |
| -15.85% | Sep 2, 2020 | 42 | Nov 2, 2020 | 53 | Jan 20, 2021 | 95 |
| -15.65% | Jul 13, 2007 | 24 | Aug 16, 2007 | 40 | Oct 12, 2007 | 64 |
| -15.57% | Sep 21, 2012 | 37 | Nov 15, 2012 | 42 | Jan 17, 2013 | 79 |
| -14.78% | Jan 4, 2018 | 21 | Feb 5, 2018 | 23 | Mar 9, 2018 | 44 |
| -12.74% | Apr 5, 2012 | 30 | May 18, 2012 | 48 | Jul 27, 2012 | 78 |
| -10.52% | Jul 10, 2024 | 18 | Aug 5, 2024 | 49 | Oct 14, 2024 | 67 |
| -9.58% | Sep 17, 2009 | 32 | Nov 2, 2009 | 23 | Dec 4, 2009 | 55 |
| -9.11% | Dec 30, 2025 | 61 | Mar 30, 2026 | 6 | Apr 8, 2026 | 67 |
| -8.69% | Mar 13, 2018 | 10 | Mar 27, 2018 | 28 | May 7, 2018 | 38 |
| -7.74% | May 21, 2013 | 23 | Jun 24, 2013 | 11 | Jul 10, 2013 | 34 |
| -7.46% | Apr 29, 2011 | 33 | Jun 16, 2011 | 14 | Jul 7, 2011 | 47 |
| -7.10% | Mar 26, 2013 | 16 | Apr 18, 2013 | 14 | May 8, 2013 | 30 |
| -6.96% | Sep 9, 2021 | 18 | Oct 5, 2021 | 20 | Nov 2, 2021 | 38 |
| -6.71% | Apr 19, 2021 | 17 | May 12, 2021 | 12 | May 28, 2021 | 29 |
| -6.70% | Jul 26, 2017 | 11 | Aug 10, 2017 | 39 | Oct 5, 2017 | 50 |
| -6.57% | Jan 22, 2014 | 10 | Feb 5, 2014 | 17 | Mar 3, 2014 | 27 |