Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BXMX (Nuveen S&P 500 Buy-Write Income Fund) | -8.03% | 8.55% | 9.22% | 7.36% | 8.25% | 8.31% | 6.89% | … | … |
Data as of 03/27/2026, Common starting date is 10/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXMX (Nuveen S&P 500 Buy-Write Income Fund) | 10/28/2004 | 03/27/2026 |
| 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 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.00 | 8.55 | 9.22 | 7.36 | 8.25 | 8.31 | 6.89 | … | … | -8.03 | 11.66 | 17.27 | 9.12 | -7.17 | 20.83 | 1.02 | 22.21 | -9.08 | 19.74 | 1.88 | 19.81 | 4.29 | 15.70 | 15.69 | -3.29 | 8.04 | 36.36 | -26.80 | -5.98 | 21.38 | -6.50 | 1.46 |
| Sharpe Ratio | NA | 0.35 | 0.45 | 0.33 | 0.38 | NA | NA | … | … | -2.68 | 0.53 | 1.21 | 0.49 | -0.40 | 1.81 | 0.02 | 2.20 | -0.65 | 1.93 | 0.10 | 1.34 | 0.43 | 1.58 | 1.42 | -0.18 | 0.43 | 1.19 | -0.72 | -0.63 | 1.74 | -0.87 | 1.71 |
| Standard Deviation(%) | NA | 16.34 | 13.19 | 14.98 | 17.59 | NA | NA | … | … | 12.00 | 16.64 | 11.30 | 11.22 | 21.66 | 11.51 | 36.90 | 9.42 | 16.28 | 9.93 | 16.85 | 14.81 | 10.04 | 9.89 | 11.08 | 17.98 | 18.64 | 30.35 | 38.24 | 14.57 | 10.35 | 10.11 | 4.15 |
| Draw Down(%) | NA | 11.42 | 16.30 | 17.93 | 38.77 | NA | NA | … | … | 9.75 | 16.30 | 8.83 | 12.19 | 17.82 | 4.64 | 38.59 | 5.74 | 22.42 | 5.33 | 16.75 | 9.64 | 8.85 | 6.32 | 10.57 | 18.14 | 13.53 | 30.54 | 42.19 | 14.48 | 7.35 | 16.99 | 1.24 |
| Yield(%) | 0.00 | 8.26 | 7.98 | 7.32 | 7.74 | 7.86 | 6.02 | … | … | 1.86 | 7.93 | 7.66 | 7.46 | 6.38 | 6.84 | 6.40 | 7.63 | 6.87 | 7.18 | 7.09 | 8.10 | 8.04 | 8.95 | 9.62 | 8.99 | 9.51 | 11.44 | 9.37 | 8.83 | 9.58 | 8.49 | 0.71 |
Data as of 03/27/2026, Common starting date is 10/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXMX (Nuveen S&P 500 Buy-Write Income Fund) |
-12.63%
Feb 2006 – Feb 2009 |
-0.89%
Sep 2006 – Sep 2011 |
4.50%
Dec 2004 – Dec 2014 |
4.31%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXMX (Nuveen S&P 500 Buy-Write Income Fund) |
20.83%
Feb 2009 – Feb 2012 |
17.19%
Feb 2009 – Feb 2014 |
12.76%
Feb 2009 – Feb 2019 |
10.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart