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 +20.75% over the past year and +7.01% YTD, with dividends reinvested. Since Jan. 26, 2007, QQQX is up +361.79% in real purchasing-power return, or +8.17%/yr, and is currently −2.82% below its real total-return high on May 29, 2026.

Data ending Wed Jul. 22, 2026

Growth of $10,000

Fri 2007-01-26💬 to Wed 2026-07-22 Overall
Return
Exponential
Trendline
QQQX
×
+361.79%
+8.17%/yr
+9.85%/yr
R2=0.921
Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund NASDAQ Mutual Fund

Growth of $10,000 Summary

Fri 2007-01-26💬 to Wed 2026-07-22 Start
Value
End
Value
QQQX
×
$10,000.00
2007-01-26
$46,179.44
2026-07-22

This Year’s Performance

through 2026-07-22

  YTD YoY
QQQX
×
+7.01% +20.75%

Drawdowns

  Current
Drawdown
Worst
Drawdown
QQQX
×
−2.82%
on 2026-07-22
from 2026-05-29 peak
−58.40%
on 2008-11-20
from 2007-02-09 peak

Rolling Returns

Period ending Wed 2026-07-22 1 yr 2 yr 3 yr 5 yr 10 yr
QQQX
×
+20.75% +33.75%
+15.65%/yr
+42.07%
+12.42%/yr
+23.60%
+4.33%/yr
+145.23%
+9.39%/yr

Annual Returns

Year QQQX
2026 (YTD) +7.01%
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%