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 +24.41% over the past year and +13.38% YTD, with dividends reinvested. Since Jan. 26, 2007, QQQX is up +683.66% in nominal total return, or +11.08%/yr, and is currently −1.03% below its total-return high on Aug. 13, 2026.

Data ending Fri Aug. 28, 2026

Growth of $10,000

Fri 2007-01-26💬 to Fri 2026-08-28 Overall
Return
Exponential
Trendline
QQQX
×
+683.66%
+11.08%/yr
+12.45%/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 2026-08-28 Start
Value
End
Value
QQQX
×
$10,000.00
2007-01-26
$78,366.17
2026-08-28

This Year’s Performance

through 2026-08-28

  YTD YoY
QQQX
×
+13.38% +24.41%

Drawdowns

  Current
Drawdown
Worst
Drawdown
QQQX
×
−1.03%
on 2026-08-28
from 2026-08-13 peak
−57.24%
on 2008-11-20
from 2007-10-29 peak

Rolling Returns

Period ending Fri 2026-08-28 1 yr 2 yr 3 yr 5 yr 10 yr
QQQX
×
+24.41% +49.51%
+22.27%/yr
+70.03%
+19.36%/yr
+52.13%
+8.75%/yr
+241.71%
+13.07%/yr

Annual Returns

Year QQQX
2026 (YTD) +13.38%
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%