Performance analysis of SPXX (Nuveen S&P 500 Dynamic Overwrite Fund)
Annual Return
Over the past 3 years, SPXX has had an average annual return of +14.22%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, SPXX has had an average annual return of +8.26%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, SPXX has had an average annual return of +10.35%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 23, 2005, SPXX has had an average annual return of +7.65%, underperforming the benchmark SPY, which returned +10.99% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.04% | +9.74% | +27.10% | +0.82% | -6.89% | +28.99% | -0.10% | +25.32% | -13.36% | +27.91% | +12.87% | +1.64% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +8.92% | +18.35% | +16.72% | -4.75% | +14.93% | +34.34% | -30.12% | -3.48% | +22.81% | -13.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.55% | -0.06% | -7.64% | +9.58% | +4.66% | +3.49% | +0.16% | +8.04% | |||||
| 2025 | +1.75% | +1.77% | -6.21% | -2.13% | +4.71% | +4.45% | +1.52% | +0.50% | -1.58% | +1.37% | +1.58% | +2.08% | +9.74% |
| 2024 | +0.40% | +2.52% | +3.17% | -2.36% | +2.94% | +5.59% | +0.06% | +2.20% | +2.27% | -0.72% | +5.88% | +2.58% | +27.10% |
| 2023 | -2.17% | +0.06% | +0.66% | -0.06% | -2.38% | +5.12% | +1.40% | -2.77% | -2.23% | -7.15% | +6.90% | +4.26% | +0.82% |
| 2022 | -5.81% | -2.68% | +7.27% | -6.12% | -1.84% | -3.64% | +4.79% | -3.72% | -3.27% | +10.66% | +7.10% | -7.81% | -6.89% |
| 2021 | -0.85% | +3.11% | +7.72% | +4.05% | +3.37% | +3.17% | +0.28% | +0.17% | -4.75% | +5.79% | -1.94% | +6.35% | +28.99% |
| 2020 | -1.09% | -11.23% | -18.02% | +9.41% | +2.76% | +0.49% | +2.38% | +7.79% | -4.29% | -4.13% | +15.50% | +5.03% | -0.10% |
| 2019 | +7.55% | +2.38% | +1.84% | +1.94% | -4.95% | +7.13% | +6.39% | -2.74% | -4.28% | +2.40% | +2.54% | +3.51% | +25.32% |
| 2018 | +5.32% | -2.91% | -1.78% | +7.43% | +1.25% | -8.88% | +0.66% | +2.08% | +0.16% | -9.58% | +5.49% | -11.35% | -13.36% |
| 2017 | +1.39% | +4.52% | -1.38% | +3.58% | +2.41% | -0.79% | +1.11% | -1.10% | +3.52% | +3.84% | +1.29% | +6.82% | +27.91% |
Drawdown analysis of SPXX (Nuveen S&P 500 Dynamic Overwrite Fund)
The maximum drawdown for the SPXX was -52.37%, occurring on Mar 9, 2009. Recovery took 444 trading sessions.
The current SPXX drawdown is -0.37%.
Since Nov 23, 2005 SPXX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.37% | Apr 12, 2007 | 480 | Mar 9, 2009 | 444 | Dec 9, 2010 | 924 |
| -43.80% | Jun 7, 2018 | 450 | Mar 23, 2020 | 236 | Mar 1, 2021 | 686 |
| -18.59% | Dec 14, 2010 | 163 | Aug 8, 2011 | 130 | Feb 13, 2012 | 293 |
| -18.06% | Jan 12, 2022 | 108 | Jun 17, 2022 | 115 | Dec 1, 2022 | 223 |
| -17.95% | Dec 1, 2022 | 227 | Oct 27, 2023 | 152 | Jun 6, 2024 | 379 |
| -17.67% | Feb 19, 2025 | 34 | Apr 8, 2025 | 56 | Jun 30, 2025 | 90 |
| -14.69% | Nov 30, 2005 | 19 | Dec 28, 2005 | 170 | Aug 31, 2006 | 189 |
| -14.67% | Nov 24, 2015 | 37 | Jan 20, 2016 | 57 | Apr 12, 2016 | 94 |
| -11.85% | Jan 12, 2026 | 53 | Mar 30, 2026 | 31 | May 13, 2026 | 84 |
| -11.20% | Oct 1, 2012 | 31 | Nov 15, 2012 | 38 | Jan 11, 2013 | 69 |
| -9.73% | Jun 15, 2021 | 77 | Oct 4, 2021 | 61 | Dec 30, 2021 | 138 |
| -9.69% | Jul 16, 2015 | 52 | Sep 29, 2015 | 25 | Nov 3, 2015 | 77 |
| -7.94% | Jan 26, 2018 | 42 | Mar 28, 2018 | 26 | May 4, 2018 | 68 |
| -7.76% | Apr 2, 2012 | 33 | May 18, 2012 | 48 | Jul 27, 2012 | 81 |
| -7.69% | Jul 16, 2024 | 14 | Aug 5, 2024 | 15 | Aug 26, 2024 | 29 |
| -7.54% | Aug 29, 2014 | 32 | Oct 15, 2014 | 24 | Nov 18, 2014 | 56 |
| -7.41% | Aug 18, 2016 | 55 | Nov 4, 2016 | 12 | Nov 22, 2016 | 67 |
| -7.04% | Sep 15, 2025 | 19 | Oct 10, 2025 | 50 | Dec 22, 2025 | 69 |
| -6.19% | Oct 23, 2017 | 17 | Nov 15, 2017 | 14 | Dec 6, 2017 | 31 |
| -6.12% | Mar 14, 2017 | 9 | Mar 27, 2017 | 39 | May 22, 2017 | 48 |
| -5.54% | Dec 26, 2014 | 6 | Jan 6, 2015 | 132 | Jul 16, 2015 | 138 |
| -5.30% | Jun 6, 2017 | 46 | Aug 10, 2017 | 39 | Oct 5, 2017 | 85 |
| -4.84% | May 21, 2013 | 23 | Jun 24, 2013 | 10 | Jul 9, 2013 | 33 |
| -4.72% | Oct 4, 2006 | 34 | Nov 21, 2006 | 15 | Dec 13, 2006 | 49 |
| -4.71% | Feb 1, 2007 | 14 | Feb 22, 2007 | 25 | Mar 29, 2007 | 39 |