- Overview
- Returns
- Calculators
Overview
- 7-Day Yield %
- 1-Year Return 14.84%
- Total Assets 0
- Money Market Type
- Class
- Expense Ratio —
- Min. Initial Investment —
- Inception Date Nov 23, 2005
Return
Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) Historical Returns And Risk Info
From 11/23/2005 to 06/04/2026, the compound annualized total return (dividend reinvested) of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) is 7.596% . Its cumulative total return (dividend reinvested) is 348.012% .
From 11/23/2005 to 06/04/2026, the Maximum Drawdown of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) is 52.4%.
From 11/23/2005 to 06/04/2026, the Sharpe Ratio of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) is 0.33.
From 11/23/2005 to 06/04/2026, the Annualized Standard Deviation of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) is 19.1%.
From 11/23/2005 to 06/04/2026, the Beta of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) is 0.76.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPXX (Nuveen S&P 500 Dynamic Overwrite Fund) | 4.21% | 14.84% | 14.36% | 7.79% | 10.32% | 9.90% | 8.30% | … | … |
| CASH | 1.06% | 2.65% | 3.25% | 2.53% | 1.65% | 1.11% | 1.15% | … | … |
| Ticker/Portfolio | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | 1972 | 1971 | 1970 | 1969 | 1968 | 1967 | 1966 | 1965 | 1964 | 1963 | 1962 | 1961 | 1960 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | SPXX (Nuveen …ite Fund) | 0.49 | 14.84 | 14.36 | 7.79 | 10.32 | 9.90 | 8.30 | … | … | 4.21 | 9.78 | 27.11 | 0.77 | -7.01 | 28.88 | -0.48 | 25.32 | -13.36 | 27.92 | 14.88 | 1.64 | 8.91 | 18.35 | 16.72 | -4.75 | 14.93 | 34.34 | -30.11 | -3.49 | 22.81 | -13.75 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| CASH | 0.05 | 2.65 | 3.25 | 2.53 | 1.65 | 1.11 | 1.15 | … | … | 1.06 | 2.88 | 3.62 | 3.66 | 1.43 | 0.02 | 0.25 | 1.47 | 1.38 | 0.66 | 0.22 | 0.03 | 0.02 | 0.03 | 0.06 | 0.03 | 0.09 | 0.10 | 0.97 | 3.15 | 3.42 | 2.26 | 0.98 | 0.72 | 1.15 | 2.46 | 4.22 | 3.37 | 3.47 | 3.68 | 3.65 | 3.98 | 3.07 | 2.17 | 2.49 | 3.92 | 5.50 | 5.95 | 4.89 | 4.22 | 4.36 | 5.49 | 7.05 | 6.31 | 7.84 | 10.54 | 8.54 | 7.43 | 5.22 | 3.81 | 3.64 | 4.22 | 5.76 | 5.16 | 2.94 | 3.15 | 4.67 | 4.89 | 3.91 | 3.11 | 3.52 | 2.87 | 2.58 | 2.28 | 2.00 | 1.69 | 2.07 | |
| Sharpe Ratio | SPXX (Nuveen …ite Fund) | NA | 1.04 | 0.83 | 0.36 | 0.47 | NA | NA | … | … | 0.61 | 0.39 | 2.13 | -0.24 | -0.39 | 2.24 | -0.02 | 1.99 | -0.77 | 2.28 | 1.01 | 0.11 | 0.90 | 1.89 | 1.52 | -0.26 | 0.84 | 1.19 | -0.80 | -0.46 | 1.95 | -2.66 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| CASH | NA | 0.00 | -0.16 | -0.08 | -0.03 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| Standard Deviation(%) | SPXX (Nuveen …ite Fund) | NA | 11.96 | 13.97 | 15.81 | 18.52 | NA | NA | … | … | 13.26 | 18.18 | 11.02 | 12.25 | 21.90 | 12.87 | 36.93 | 11.97 | 19.25 | 12.03 | 14.47 | 14.98 | 9.85 | 9.67 | 11.06 | 18.38 | 17.75 | 28.79 | 38.94 | 14.42 | 9.98 | 30.23 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| CASH | NA | 0.01 | 0.03 | 0.08 | 0.08 | NA | NA | … | … | 0.00 | 0.01 | 0.02 | 0.01 | 0.06 | 0.00 | 0.02 | 0.01 | 0.01 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 | 0.01 | 0.01 | 0.02 | 0.00 | 0.00 | 0.01 | 0.03 | 0.00 | 0.02 | 0.03 | 0.02 | 0.02 | 0.04 | 0.02 | 0.03 | 0.02 | 0.03 | 0.02 | 0.10 | 0.07 | 0.12 | 0.05 | 0.04 | 0.03 | 0.01 | 0.02 | 0.03 | 0.05 | 0.03 | 0.03 | 0.03 | 0.03 | 0.01 | 0.02 | 0.01 | 0.01 | 0.00 | 0.01 | 0.00 | 0.01 | 0.03 | |
| Draw Down(%) | SPXX (Nuveen …ite Fund) | NA | 11.86 | 17.64 | 18.13 | 43.98 | NA | NA | … | … | 11.86 | 17.64 | 7.69 | 12.78 | 18.13 | 9.76 | 42.96 | 8.53 | 29.78 | 6.22 | 13.21 | 9.68 | 7.54 | 4.84 | 11.20 | 18.32 | 13.25 | 29.74 | 44.46 | 15.08 | 5.43 | 14.69 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| CASH | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| Yield(%) | SPXX (Nuveen …ite Fund) | 0.00 | 7.80 | 8.16 | 6.62 | 8.07 | 8.26 | 6.60 | … | … | 1.88 | 7.74 | 8.21 | 7.36 | 6.31 | 6.53 | 6.12 | 7.44 | 6.39 | 6.86 | 7.39 | 7.35 | 7.46 | 8.48 | 9.20 | 8.02 | 8.48 | 9.96 | 8.74 | 8.31 | 9.34 | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| CASH | 0.05 | 2.52 | 2.58 | 2.02 | 1.37 | 0.92 | 0.92 | … | … | 1.07 | 2.56 | 2.62 | 2.60 | 1.28 | 0.00 | 0.00 | 1.91 | 1.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.58 | 2.61 | 2.60 | 2.60 | 0.50 | 0.00 | 0.00 | 2.35 | 4.93 | 2.61 | 2.61 | 2.61 | 2.62 | 3.79 | 2.81 | 2.61 | 2.62 | 4.00 | 5.22 | 5.20 | 5.22 | 4.89 | 4.45 | 5.22 | 7.05 | 5.50 | 7.24 | 10.06 | 8.10 | 7.62 | 5.27 | 3.60 | 2.68 | 4.45 | 5.34 | 5.01 | 2.60 | 2.65 | 4.87 | 5.22 | 3.36 | 2.60 | 2.65 | 2.61 | 2.62 | 2.61 | 2.61 | 2.60 | 2.60 |
Data as of 06/04/2026, Common starting date is 11/23/2005
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