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3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-09-11), Nuveen S&P 500 Dynamic Overwrite Fund's 3-1 Month Momentum % is 6.12%.
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Nuveen S&P 500 Dynamic Overwrite Fund 3-1 Month Momentum % Related Terms
SPXX vs TCPC, KTF, JGH: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Nuveen S&P 500 Dynamic Overwrite Fund's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % 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 S&P 500 Dynamic Overwrite Fund 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Nuveen S&P 500 Dynamic Overwrite Fund's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Nuveen S&P 500 Dynamic Overwrite Fund's 3-1 Month Momentum % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) has a 3-1 Month Momentum % of 6.12% as of Sep. 11, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Nuveen S&P 500 Dynamic Overwrite Fund and its competitors. According to the industry distribution chart, Nuveen S&P 500 Dynamic Overwrite Fund ranks #446 out of 1627 companies in the Asset Management industry, placing it in the top 27.4%.
Is Nuveen S&P 500 Dynamic Overwrite Fund's 3-1 Month Momentum % too high?
Nuveen S&P 500 Dynamic Overwrite Fund's current 3-1 Month Momentum % is 6.12%. The Asset Management industry median 3-1 Month Momentum % is 1.02. Nuveen S&P 500 Dynamic Overwrite Fund's value of 6.12% is 500% above this industry median. Based on the distribution chart, Nuveen S&P 500 Dynamic Overwrite Fund ranks #446 out of 1627 companies in the Asset Management industry, which is above the industry midpoint. Overall, Nuveen S&P 500 Dynamic Overwrite Fund has a GF Score™ of 50/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Nuveen S&P 500 Dynamic Overwrite Fund's 3-1 Month Momentum % compare to TCPC and KTF?
According to the Asset Management industry distribution chart, Nuveen S&P 500 Dynamic Overwrite Fund ranks #446 out of 1627 companies for 3-1 Month Momentum %. This puts Nuveen S&P 500 Dynamic Overwrite Fund in the upper half of its industry. The industry median 3-1 Month Momentum % is 1.02. Nuveen S&P 500 Dynamic Overwrite Fund's value of 6.12% is 500% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
The median 3-1 Month Momentum % among Asset Management companies is 1.02, based on 1,627 companies in the industry. Companies in the top quartile (top 25%) have a 3-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Nuveen S&P 500 Dynamic Overwrite Fund's current 3-1 Month Momentum % of 6.12% is 500% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Nuveen S&P 500 Dynamic Overwrite Fund and its competitors. For the Asset Management industry, the median 3-1 Month Momentum % is 1.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Nuveen S&P 500 Dynamic Overwrite Fund's current 3-1 Month Momentum % is 6.12%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Nuveen S&P 500 Dynamic Overwrite Fund stock overvalued right now?
Based on GuruFocus' analysis, Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) is currently considered Possible Value Trap. The stock's GF Value™ is $165.85, compared to a current price of $18.92 — trading 88.6% below its estimated fair value. The current 3-1 Month Momentum % is 6.12% and 500% above the Asset Management industry median of 1.02. Nuveen S&P 500 Dynamic Overwrite Fund's overall GF Score™ is 50/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Nuveen S&P 500 Dynamic Overwrite Fund (SPXX), the current 3-1 Month Momentum % is 6.12% as of Sep. 11, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) Overvalued in 2026?
Based on GuruFocus' analysis, Nuveen S&P 500 Dynamic Overwrite Fund stock appears to be undervalued.
The current stock price of $18.92 is trading 88.6% below its estimated GF Value™ of $165.85.
GuruFocus considers Nuveen S&P 500 Dynamic Overwrite Fund to be Possible Value Trap.
Key valuation signals for SPXX:
3-1 Month Momentum %: 6.12%
GF Value™: $165.85 vs. price of $18.92 (88.6% below fair value)
Industry Position: 500% above the Asset Management median (#446 of 1627)
No single metric tells the full story. See the SPXX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Nuveen S&P 500 Dynamic Overwrite Fund is a diversified closed-end management investment company. Its investment objective is to seek attractive total returns with less volatility than the S&P 500 Index by investing in a U.S. equity portfolio that seeks to substantially replicate the price movements of the S&P 500 Index, as well as selling call options on approximately 35% to 75% of the notional value of the Fund's equity portfolio in an effort to enhance the Fund's risk-adjusted returns.
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