All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

QQQX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

QQQX real return snapshot: after CPI-U inflation, QQQX returned +20.50% over the past year and +9.39% YTD, with dividends reinvested. Since Jan. 26, 2007, QQQX is up +372.09% in real purchasing-power return, or +8.27%/yr, and is currently −0.65% below its real total-return high on May 29, 2026.

Data ending Tue Aug. 11, 2026

Growth of $10,000

Fri 2007-01-26💬 to Tue 2026-08-11 Overall
Return
Exponential
Trendline
QQQX
×
+372.09%
+8.27%/yr
+9.84%/yr
R2=0.922
Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund NASDAQ Mutual Fund

Growth of $10,000 Summary

Fri 2007-01-26💬 to Tue 2026-08-11 Start
Value
End
Value
QQQX
×
$10,000.00
2007-01-26
$47,208.51
2026-08-11

This Year’s Performance

through 2026-08-11

  YTD YoY
QQQX
×
+9.39% +20.50%

Drawdowns

  Current
Drawdown
Worst
Drawdown
QQQX
×
−0.65%
on 2026-08-11
from 2026-05-29 peak
−58.40%
on 2008-11-20
from 2007-02-09 peak

Rolling Returns

Period ending Tue 2026-08-11 1 yr 2 yr 3 yr 5 yr 10 yr
QQQX
×
+20.50% +43.81%
+19.92%/yr
+51.59%
+14.87%/yr
+25.47%
+4.64%/yr
+145.56%
+9.40%/yr

Annual Returns

Year QQQX
2026 (YTD) +9.39%
2025 +11.87%
2024 +22.09%
2023 +17.74%
2022 −31.80%
2021 +17.09%
2020 +14.19%
2019 +25.95%
2018 −13.33%
2017 +36.31%
2016 +1.36%
2015 +7.63%
2014 +15.13%
2013 +25.09%
2012 +23.05%
2011 −1.82%
2010 +5.67%
2009 +74.99%
2008 −41.30%
2007 −4.00%