SPXX
Price:
$17.97
Market Cap:
$322.74M
Nuveen S&P 500 Dynamic Overwrite Fund is a closed-ended equity indexed mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in stocks of large cap companies. The fund also invests through financial derivatives such as call options. It seeks to replicate the performance of the S&P 500 Index. The fund was formerly known as Nuveen Equity Premium and Growth Fund. Nuveen S&P 500 Dynamic Overwrite Fund was formed on November 11, 2004 and is domiciled i...[Read more]
Industry
Asset Management
IPO Date
2005-11-23
Stock Exchange
NYSE
Ticker
SPXX
According to Nuveen S&P 500 Dynamic Overwrite Fund’s latest financial reports and current stock price. The company's current ROE is 9.33%. This represents a change of 56.35% compared to the average of 5.96% of the last 4 quarters.
The mean historical ROE of Nuveen S&P 500 Dynamic Overwrite Fund over the last ten years is 7.66%. The current 9.33% ROE has changed 21.78% 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%.
Average
7.66%
Median
11.65%
Minimum
-17.80%
Maximum
18.70%
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%
| Year | ROE | Change |
|---|---|---|
| 2024 | 18.27% | 11.87% |
| 2023 | 16.34% | -191.77% |
| 2022 | -17.80% | -195.18% |
| 2021 | 18.70% | 231.05% |
| 2020 | 5.65% | -67.98% |
| 2019 | 17.64% | -367.00% |
| 2018 | -6.61% | -143.97% |
| 2017 | 15.02% | 81.58% |
| 2016 | 8.27% | 658.90% |
| 2015 | 1.09% | -82.53% |
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
5.60%
5-year avg
8.23%
10-year avg
7.66%
Nuveen S&P 500 Dynamic Overwrite Fund’s ROE is less than Nuveen Core Equity Alpha Fund (14.27%), less than Nuveen California Municipal Value Fund (3.13%), less than Ares Dynamic Credit Allocation Fund, Inc. (8.33%), less than Cohen & Steers Total Return Realty Fund, Inc. (9.53%), less than Nuveen Core Plus Impact Fund (8.36%), less than Nuveen Global High Income Fund (11.94%), less than Liberty All-Star Growth Fund, Inc. (9.45%), less than DoubleLine Opportunistic Credit Fund (9.49%), less than Saba Capital Income & Opportunities Fund (8.48%), less than PIMCO Strategic Income Fund, Inc. (15.02%),
| Company | ROE | Market cap |
|---|---|---|
| 14.27% | $270.85M | |
| 3.13% | $293.67M | |
| 8.33% | $320.85M | |
| 9.53% | $298.82M | |
| 8.36% | $303.65M | |
| 11.94% | $290.54M | |
| 9.45% | $332.10M | |
| 9.49% | $281.29M | |
| 8.48% | $308.36M | |
| 15.02% | $310.73M |
One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Nuveen S&P 500 Dynamic Overwrite Fund using the financials and key metrics that matter to you in a single view.
The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:
Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.
Get your free trial here.
The easiest way to analyze a company like Nuveen S&P 500 Dynamic Overwrite Fund or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.
Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.
Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.
What is the ROE?
How can you use the ROE?
What is Nuveen S&P 500 Dynamic Overwrite Fund's ROE?
How is the ROE calculated for Nuveen S&P 500 Dynamic Overwrite Fund (SPXX)?
What is the highest ROE for Nuveen S&P 500 Dynamic Overwrite Fund (SPXX)?
What is the 3-year average ROE for Nuveen S&P 500 Dynamic Overwrite Fund (SPXX)?
What is the 5-year average ROE for Nuveen S&P 500 Dynamic Overwrite Fund (SPXX)?
How does the current ROE for Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) compare to its historical average?