All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

QQQX: Total Return Chart (with Dividends Reinvested)

QQQX total return snapshot: QQQX returned +24.33% over the past year and +12.05% YTD, with dividends reinvested. Since Jan. 26, 2007, QQQX is up +674.52% in nominal total return, or +11.05%/yr, and is currently −1.56% below its total-return high on May 29, 2026.

Data ending Fri Aug. 7, 2026

Growth of $10,000

Fri 2007-01-26💬 to Fri 2026-08-07 Overall
Return
Exponential
Trendline
QQQX
×
+674.52%
+11.05%/yr
+12.44%/yr
R2=0.959
Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund NASDAQ Mutual Fund

Growth of $10,000 Summary

Fri 2007-01-26💬 to Fri 2026-08-07 Start
Value
End
Value
QQQX
×
$10,000.00
2007-01-26
$77,452.27
2026-08-07

This Year’s Performance

through 2026-08-07

  YTD YoY
QQQX
×
+12.05% +24.33%

Drawdowns

  Current
Drawdown
Worst
Drawdown
QQQX
×
−1.56%
on 2026-08-07
from 2026-05-29 peak
−57.24%
on 2008-11-20
from 2007-10-29 peak

Rolling Returns

Period ending Fri 2026-08-07 1 yr 2 yr 3 yr 5 yr 10 yr
QQQX
×
+24.33% +54.85%
+24.44%/yr
+61.61%
+17.35%/yr
+53.21%
+8.91%/yr
+239.17%
+12.99%/yr

Annual Returns

Year QQQX
2026 (YTD) +12.05%
2025 +14.87%
2024 +25.61%
2023 +21.68%
2022 −27.39%
2021 +25.33%
2020 +15.75%
2019 +28.83%
2018 −11.68%
2017 +39.19%
2016 +3.46%
2015 +8.42%
2014 +16.00%
2013 +26.97%
2012 +25.18%
2011 +1.09%
2010 +7.26%
2009 +79.75%
2008 −41.25%
2007 −0.34%