Nuveen S&P 500 Dynamic Overwrite Fund

Nuveen S&P 500 Dynamic Overwrite Fund - ROEverified

SPXX

Price:

$18.13

Market Cap:

$325.91M

The Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) operates as a closed-end, equity-indexed mutual fund, sponsored by Nuveen Investments, Inc. It is jointly managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. This fund primarily invests in public equities within the United States, focusing on large-capitalization companies spanning various sectors. As part of its investment strategy, it also employs financial derivatives, such as call options. The fund's core objective is to replicate the performance of the S&P 500 Index. Initially launched on November 11, 2004, and domiciled in the U.S., it was previously known as the Nuveen Equity Premium and Growth Fund.

Industry

Asset Management

IPO Date

2005-11-23

Stock Exchange

NYSE

Ticker

SPXX

The ROE as of June 2026 (TTM) for Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) is 11.99%

According to Nuveen S&P 500 Dynamic Overwrite Fund’s latest financial reports and current stock price. The company's current ROE is 11.99%. This represents a change of 57.63% compared to the average of 7.61% of the last 4 quarters.

Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) Historical ROE (quarterly & annually)

How has SPXX ROE performed in the past?

The mean historical ROE of Nuveen S&P 500 Dynamic Overwrite Fund over the last ten years is 8.71%. The current 11.99% ROE has changed 37.70% with respect to the historical average. Over the past ten years (40 quarters), SPXX's ROE was at its highest in in the December 2020 quarter at 15.73%. The ROE was at its lowest in in the June 2022 quarter at -17.84%.

Quarterly (TTM)
Annual

Average

8.71%

Median

13.30%

Minimum

-17.80%

Maximum

18.70%

Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) ROE by Quarter and Year

Discovering the peaks and valleys of Nuveen S&P 500 Dynamic Overwrite Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 658.90%

Maximum Annual ROE = 18.70%

Minimum Annual Increase = -367.00%

Minimum Annual ROE = -17.80%

Quarterly (TTM)
Annual
YearROEChange
202511.57%-36.69%
202418.27%11.87%
202316.34%-191.77%
2022-17.80%-195.18%
202118.70%231.05%
20205.65%-67.98%
201917.64%-367.00%
2018-6.61%-143.97%
201715.02%81.58%
20168.27%658.90%

Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) Average ROE

How has SPXX ROE performed in the past?

The current ROE of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

15.39%

5-year avg

9.42%

10-year avg

8.71%

Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) ROE vs. Peers

How is SPXX’s ROE compared to its peers?

Nuveen S&P 500 Dynamic Overwrite Fund’s ROE is less than Nuveen Core Equity Alpha Fund (16.83%), greater than Nuveen California Municipal Value Fund (-2.43%), less than Ares Dynamic Credit Allocation Fund, Inc. (6.47%), less than Cohen & Steers Total Return Realty Fund, Inc. (3.75%), less than Nuveen Core Plus Impact Fund (7.81%), less than Nuveen Global High Income Fund (9.68%), less than Liberty All-Star Growth Fund, Inc. (4.00%), less than DoubleLine Opportunistic Credit Fund (4.31%), less than Saba Capital Income & Opportunities Fund (6.57%), less than PIMCO Strategic Income Fund, Inc. (16.24%),

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