Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XSSPX (Nuveen S&P 500 Dynamic Overwrite Fund) | 5.02% | 15.55% | 7.77% | 3.03% | 4.58% | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 02/25/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XSSPX (Nuveen S&P 500 Dynamic Overwrite Fund) | 02/25/2015 | 06/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 15.55 | 7.77 | 3.03 | 4.58 | NA | NA | … | … | 5.02 | 5.53 | 12.99 | 10.12 | -20.75 | 15.65 | 0.80 | 15.56 | -8.20 | 12.64 | 1.77 | -6.18 |
| Sharpe Ratio | NA | 1.09 | 0.37 | 0.02 | 0.18 | NA | NA | … | … | 0.93 | 0.18 | 0.56 | 0.56 | -1.08 | 1.37 | 0.02 | 1.30 | -0.60 | 2.12 | 0.14 | -0.50 |
| Standard Deviation(%) | NA | 10.97 | 12.66 | 14.37 | 16.06 | NA | NA | … | … | 12.92 | 14.91 | 11.44 | 10.51 | 20.61 | 11.40 | 32.07 | 10.89 | 15.86 | 5.68 | 11.31 | 14.48 |
| Draw Down(%) | NA | 9.11 | 19.48 | 25.24 | 33.64 | NA | NA | … | … | 9.11 | 19.48 | 7.47 | 10.28 | 25.24 | 4.63 | 33.64 | 5.85 | 18.69 | 3.34 | 8.76 | 12.47 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.20 | 0.83 | 0.63 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.22 | 2.59 | 4.67 | 2.56 | 0.00 | 1.64 |
Data as of 06/16/2026, Common starting date is 02/25/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSSPX (Nuveen S&P 500 Dynamic Overwrite Fund) |
-3.90%
Mar 2017 – Mar 2020 |
-2.23%
Mar 2015 – Mar 2020 |
2.03%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSSPX (Nuveen S&P 500 Dynamic Overwrite Fund) |
10.44%
Dec 2018 – Dec 2021 |
7.15%
Oct 2016 – Oct 2021 |
4.61%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart