Summary
QQQX
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 33.66% Volatility 21.07% Sharpe 0.89
Official loaded data — not a live quote.

Nuveen NASDAQ 100 Dynamic Overwrite Fund

Symbol: QQQX

Exchange: NASDAQ

Sector: N/A

Category: N/A

Inception date: N/A

Latest date: 03/06/2026

Current price: $31.19

Expense ratio: N/A

Assets under management
N/A
-1.79% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

3.52%

Ann. 16.02% (Sharpe / Sortino numerator)

Volatility

27.13%

Sharpe ratio

0.457

VaR 95%

-2.61%

CVaR 95%: -2.77%
Max drawdown: -7.79%
Sortino ratio: 0.901
Calmar ratio: 2.06

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

15.25%

Ann. -11.20% (Sharpe / Sortino numerator)

Volatility

19.16%

Sharpe ratio

-0.774

VaR 95%

-1.61%

CVaR 95%: -2.23%
Max drawdown: -11.02%
Sortino ratio: -1.387
Calmar ratio: -1.02

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

15.23%

Ann. 4.62% (Sharpe / Sortino numerator)

Volatility

17.03%

Sharpe ratio

0.058

VaR 95%

-1.61%

CVaR 95%: -2.25%
Max drawdown: -11.11%
Sortino ratio: 0.092
Calmar ratio: 0.42

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

33.66%

Ann. 22.40% (Sharpe / Sortino numerator)

Volatility

21.07%

Sharpe ratio

0.891

VaR 95%

-1.58%

CVaR 95%: -3.06%
Max drawdown: -11.11%
Sortino ratio: 1.100
Calmar ratio: 2.02

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

49.17%

Ann. 15.45% (Sharpe / Sortino numerator)

Volatility

18.68%

Sharpe ratio

0.633

VaR 95%

-1.75%

CVaR 95%: -2.65%
Max drawdown: -22.80%
Sortino ratio: 0.812
Calmar ratio: 0.68

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

51.56%

Ann. 12.60% (Sharpe / Sortino numerator)

Volatility

17.67%

Sharpe ratio

0.508

VaR 95%

-1.65%

CVaR 95%: -2.42%
Max drawdown: -22.80%
Sortino ratio: 0.693
Calmar ratio: 0.55

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.12%

Best day

4.835%

31/03/2026
Worst day

-2.746%

27/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $31.76 $31.76 $31.05 $31.19 89,600
02/06/2026 $31.67 $31.83 $31.51 $31.69 68,600
01/06/2026 $31.75 $31.83 $31.51 $31.61 66,100
29/05/2026 $31.59 $31.87 $31.45 $31.75 107,500
28/05/2026 $31.14 $31.39 $31.00 $31.39 78,500
27/05/2026 $31.01 $31.19 $30.75 $30.97 59,300
26/05/2026 $30.99 $31.17 $30.75 $30.98 90,300
22/05/2026 $30.52 $30.89 $30.42 $30.64 66,000
21/05/2026 $30.36 $30.57 $30.05 $30.49 63,100
20/05/2026 $29.99 $30.41 $29.90 $30.37 95,100