Summary
SPXX
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 13.79% Volatility 17.90% Sharpe -0.19
Official loaded data — not a live quote.

Nuveen S&P 500 Dynamic Overwrite Fund

Symbol: SPXX

Exchange: NYSE

Sector: N/A

Category: N/A

Inception date: N/A

Latest date: 16/07/2026

Current price: $18.74

Expense ratio: N/A

Assets under management
N/A
-0.16% 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

4.05%

Ann. -56.30% (Sharpe / Sortino numerator)

Volatility

16.48%

Sharpe ratio

-3.636

VaR 95%

-1.76%

CVaR 95%: -1.86%
Max drawdown: -9.28%
Sortino ratio: -8.066
Calmar ratio: -6.06

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

10.89%

Ann. -35.45% (Sharpe / Sortino numerator)

Volatility

13.49%

Sharpe ratio

-2.897

VaR 95%

-1.42%

CVaR 95%: -1.64%
Max drawdown: -13.59%
Sortino ratio: -4.984
Calmar ratio: -2.61

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

8.66%

Ann. -12.39% (Sharpe / Sortino numerator)

Volatility

13.16%

Sharpe ratio

-1.217

VaR 95%

-1.41%

CVaR 95%: -1.65%
Max drawdown: -13.59%
Sortino ratio: -2.104
Calmar ratio: -0.91

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

13.79%

Ann. 0.30% (Sharpe / Sortino numerator)

Volatility

17.90%

Sharpe ratio

-0.186

VaR 95%

-1.43%

CVaR 95%: -2.61%
Max drawdown: -13.59%
Sortino ratio: -0.244
Calmar ratio: 0.02

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

31.84%

Ann. 8.85% (Sharpe / Sortino numerator)

Volatility

15.43%

Sharpe ratio

0.339

VaR 95%

-1.43%

CVaR 95%: -2.33%
Max drawdown: -17.64%
Sortino ratio: 0.425
Calmar ratio: 0.50

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

49.90%

Ann. 8.63% (Sharpe / Sortino numerator)

Volatility

14.02%

Sharpe ratio

0.357

VaR 95%

-1.31%

CVaR 95%: -2.05%
Max drawdown: -17.64%
Sortino ratio: 0.465
Calmar ratio: 0.49

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.055%

Best day

2.658%

08/04/2026
Worst day

-2.274%

26/09/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $18.77 $18.80 $18.66 $18.74 265,400
15/07/2026 $18.77 $18.80 $18.71 $18.73 237,300
14/07/2026 $18.56 $18.72 $18.50 $18.66 257,000
13/07/2026 $18.61 $18.65 $18.44 $18.46 281,500
10/07/2026 $18.65 $18.65 $18.50 $18.59 114,000
09/07/2026 $18.60 $18.61 $18.43 $18.59 260,000
08/07/2026 $18.49 $18.56 $18.32 $18.55 308,000
07/07/2026 $18.55 $18.56 $18.40 $18.53 197,000
06/07/2026 $18.71 $18.71 $18.53 $18.58 259,700
02/07/2026 $18.74 $18.80 $18.52 $18.62 294,200