SPXX YTD Return



Start date: 12/29/2023
End date: 04/22/2024
Start price/share: $15.04
End price/share: $15.02
Starting shares: 664.89
Ending shares: 677.65
Dividends reinvested/share: $0.29
SPXX YTD return: 1.78%
Annualized Gain: 5.71%
Starting investment: $10,000.00
Ending investment: $10,178.00


SPXX YTD return is presented with the assumption of reinvestments of any dividends on ex-date.
Compare SPXX YTD return (see YTD Return Meaning) versus benchmarks:

YTD Return S&P
YTD Return Dow
YTD Return Nasdaq 100
YTD Return Russell 2000
YTD Return Gold
YTD Return 10 Year Treasury
YTD Return By Sector
YTD Return on $10,000.00
With Dividends Reinvested Into SPXX


Also see: SPXX Average Annual Return
Nuveen S&P 500 Dynamic Overwrite Fund is registered as a diversified, closed-end management investment company. The Fund's investment objective is to seek total returns with less volatility than the S&P 500 Index. The Fund pursues its investment strategy by investing in an equity portfolio designed to track the return and risk characteristics of the S&P 500 Index and employing a call option overwrite strategy, which consists of writing (selling) index call options, call options on custom baskets of securities, and covered call options on individual securities. The SPXX YTD return is shown above.

The YTD Return on the SPXX YTD return page and across the coverage universe of our site, is a measure of the total return for a given investment year-to-date for the current calendar year (up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely useful in the context of our country's tax system which taxes gains and income on a calendar year basis.

Thus, researching Year-To-Date Returns is good practice for investors — whether SPXX YTD return or other benchmarks/peers — and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors by performing the SPXX YTD return calculation (with any dividends reinvested as applicable), and to provide a coverage universe of many stocks and ETFs to be able to compare YTD returns.
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Video: Don't Forget Dividends in YTD Return!


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Nuveen Standard and Poors 500 Dynamic Overwrite Fund (SPXX) is categorized under the Financials sector; to help you further research YTD return performance across stocks, below are some other companies in the same sector:

SPY YTD Return
SPYG YTD Return
SPYV YTD Return
SQQQ YTD Return
SRC YTD Return
SRCE YTD Return
SRF YTD Return
SRG YTD Return
SRS YTD Return
SRTY YTD Return
More Financials companies »

 

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