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 +19.68% over the past year and +6.45% YTD, with dividends reinvested. Since Jan. 26, 2007, QQQX is up +359.38% in real purchasing-power return, or +8.16%/yr, and is currently āˆ’3.33% below its real total-return high on May 29, 2026.

Data ending Thu Jul. 2, 2026

Fri 2007-01-26šŸ’¬ to Thu 2026-07-02 YTD
Return 		1 Year
Return
QQQX × 		+6.45%
2026-07-02 		+19.68%
2026-07-02
Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund NASDAQ Mutual Fund

Returns

Fri 2007-01-26šŸ’¬ to Thu 2026-07-02 Overall
Return 		Exponential
Trendline
QQQX × 		+359.38%
+8.16%/yr 		+9.85%/yr
(R2=0.921)
Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund NASDAQ Mutual Fund

Growth of $10,000

Fri 2007-01-26šŸ’¬ to Thu 2026-07-02 Start
Value 		End
Value
QQQX × 		$10,000.00
2007-01-26 		$45,938.22
2026-07-02
Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund NASDAQ Mutual Fund

Annual Returns

Year QQQX
2026 (YTD) +6.45%
2025 +11.87%
2024 +22.09%
2023 +17.74%
2022 āˆ’31.80%
2021 +17.09%
2020 +14.19%
2019 +25.95%
2018 āˆ’13.33%
2017 +36.31%
2016 +1.36%
2015 +7.63%
2014 +15.13%
2013 +25.09%
2012 +23.05%
2011 āˆ’1.82%
2010 +5.67%
2009 +74.99%
2008 āˆ’41.30%
2007 āˆ’4.00%

Drawdowns

Fri 2007-01-26šŸ’¬ to Thu 2026-07-02 Current
Drawdown 		Worst
Drawdown
QQQX × 		āˆ’3.33%
from 2026-05-29 peak 		āˆ’58.40%
2008-11-20
from 2007-02-09 peak
Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund NASDAQ Mutual Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
QQQX × 		+19.68% +31.54%
+14.69%/yr 		+39.28%
+11.68%/yr 		+21.74%
+4.01%/yr 		+149.54%
+9.58%/yr
Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund NASDAQ Mutual Fund