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 +21.23% over the past year and +9.87% YTD, with dividends reinvested. Since Jan. 26, 2007, QQQX is up +374.15% in real purchasing-power return, or +8.27%/yr, and is currently −1.05% below its real total-return high on Aug. 13, 2026.

Data ending Mon Aug. 31, 2026

Growth of $10,000

Fri 2007-01-26💬 to Mon 2026-08-31 Overall
Return
Exponential
Trendline
QQQX
×
+374.15%
+8.27%/yr
+9.84%/yr
R2=0.923
Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund NASDAQ Mutual Fund

Growth of $10,000 Summary

Fri 2007-01-26💬 to Mon 2026-08-31 Start
Value
End
Value
QQQX
×
$10,000.00
2007-01-26
$47,414.69
2026-08-31

This Year’s Performance

through 2026-08-31

  YTD YoY
QQQX
×
+9.87% +21.23%

Drawdowns

  Current
Drawdown
Worst
Drawdown
QQQX
×
−1.05%
on 2026-08-31
from 2026-08-13 peak
−58.40%
on 2008-11-20
from 2007-02-09 peak

Rolling Returns

Period ending Mon 2026-08-31 1 yr 2 yr 3 yr 5 yr 10 yr
QQQX
×
+21.23% +39.26%
+18.01%/yr
+53.46%
+15.35%/yr
+23.43%
+4.30%/yr
+145.34%
+9.39%/yr

Annual Returns

Year QQQX
2026 (YTD) +9.87%
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%