Summary
QQQX
Prices · period metrics · 12M
NAV as of 31/08/2026
02/04/2025 → 02/04/2026
Return 25.87% 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: 31/08/2026

Current price: $30.91

Expense ratio: N/A

Assets under management
N/A
0.13% 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

2.83%

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

0.18%

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

16.13%

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

25.87%

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

51.56%

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

67.93%

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: 02/09/2025 - 31/08/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.097%

Best day

4.835%

31/03/2026
Worst day

-2.746%

27/03/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
31/08/2026 $30.87 $30.96 $30.75 $30.91 91,200
28/08/2026 $30.96 $31.00 $30.69 $30.87 107,100
27/08/2026 $30.85 $30.92 $30.50 $30.79 68,000
26/08/2026 $30.52 $30.56 $30.39 $30.52 72,500
25/08/2026 $30.52 $30.57 $30.03 $30.48 56,400
24/08/2026 $30.47 $30.58 $30.03 $30.30 86,300
21/08/2026 $30.69 $30.69 $30.43 $30.45 57,100
20/08/2026 $30.61 $30.65 $30.26 $30.37 79,200
19/08/2026 $30.67 $30.67 $30.40 $30.50 58,700
18/08/2026 $30.77 $30.77 $30.51 $30.60 87,800