# Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Financial Services / Capital Markets. Price $19.09, market value $343 million.

## Valuation
- **P/E (trailing): 4.9×** (5-yr avg 4.7×, 3-yr avg 4.7×). Nuveen S&P 500 Dynamic Overwrite Fund trades at 4.9× trailing earnings, close to its own five-year average of 4.7×. The Financial Services median in the September 2026 study was 13.1×.
- **Price / sales: 8.4×**. Each dollar of revenue is priced at 8.4×.
- **Price / book: 1.0×**. The shares trade below book value, which can signal a bargain or a balance sheet the market doubts.
- **Earnings yield: 20.5%**. The inverse of the P/E: 20.5% of the price is earned each year.

## Profitability
- **Net margin: 98.7%**. 98.7% of each dollar of sales reaches the bottom line.
- **Return on equity: 11.6%**. 11.6% on shareholders' equity is solid.
- **Return on assets: 11.5%**. Each dollar of assets produces 11.5% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): -33.1%**. Revenue fell 33.1% over the last year.

## Dividends
- **Dividend yield: 8.83%** ($0.68 per share, trailing). Nuveen S&P 500 Dynamic Overwrite Fund yields 8.83%, high enough to check carefully: yields this high often precede a cut.
- **Consecutive years of increases: 4**. 4 straight years of increases.
- **Dividend growth (5 yr): 6.2%/yr** (1-yr 10.8%). The dividend has grown 6.2% a year over five years.

## Price and momentum
- **Total return (1 yr): 13.4%** (YTD 10.5%, 3-mo 8.2%). The shares are up 13.4% over twelve months including dividends.
- **From 52-week high: -1.5%** (21.0% above the low). Trading within 5% of its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 53**. An RSI of 53 is neutral.
- **Beta (1 yr): 0.80** (volatility 13%). Beta of 0.80 against the S&P 500: the shares move roughly with the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=SPXX · Page: https://foliofundamentals.com/stocks/spxx

Not investment advice.