What is Nuveen NASDAQ 100 Dynamic Overwrite Fund 1-Year Sharpe Ratio?
The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2025-07-06), Nuveen NASDAQ 100 Dynamic Overwrite Fund's 1-Year Sharpe Ratio is 0.15.
Competitive Comparison of Nuveen NASDAQ 100 Dynamic Overwrite Fund's 1-Year Sharpe Ratio
For the Asset Management subindustry, Nuveen NASDAQ 100 Dynamic Overwrite Fund's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-Year Sharpe Ratio data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Nuveen NASDAQ 100 Dynamic Overwrite Fund's 1-Year Sharpe Ratio Distribution in the Asset Management Industry
For the Asset Management industry and Financial Services sector, Nuveen NASDAQ 100 Dynamic Overwrite Fund's 1-Year Sharpe Ratio distribution charts can be found below:
* The bar in red indicates where Nuveen NASDAQ 100 Dynamic Overwrite Fund's 1-Year Sharpe Ratio falls into.
Nuveen NASDAQ 100 Dynamic Overwrite Fund 1-Year Sharpe Ratio Calculation
The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.
Nuveen NASDAQ 100 Dynamic Overwrite Fund (NAS:QQQX) 1-Year Sharpe Ratio Explanation
The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.
The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.
Nuveen NASDAQ 100 Dynamic Overwrite Fund 1-Year Sharpe Ratio Related Terms
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Nuveen NASDAQ 100 Dynamic Overwrite Fund Business Description
Nuveen NASDAQ 100 Dynamic Overwrite Fund is a closed-end management investment company. Its investment objective is to seek an attractive total return with less volatility than the Nasdaq 100 Index. Under normal circumstances, the Fund will invest at least 80% of its Assets in an equity portfolio made up of securities comprising the Nasdaq 100 Index (or securities that have economic characteristics that are similar to those securities comprising the Nasdaq 100 Index) that seeks to substantially replicate price movements of the Nasdaq 100 Index and is designed to support the Fund's option strategy.
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