ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Nuveen S&P 500 Buy-Writeome Fund's annualizedNet Income for the quarter that ended in Dec. 2025 was $340.7 Mil.
Nuveen S&P 500 Buy-Writeome Fund's average Total Assets over the quarter that ended in Dec. 2025 was $1,678.1 Mil. Therefore, Nuveen S&P 500 Buy-Writeome Fund's annualized ROA % for the quarter that ended in Dec. 2025 was 20.30%.
BXMX'
s ROA % Range Over the Past 10 Years
Min: -12.37 Med: 12.53 Max: 29.41
Current: 12.62
During the past 9 years, Nuveen S&P 500 Buy-Writeome Fund's highest ROA % was 29.41%. The lowest was -12.37%. And the median was 12.53%.
BXMX's ROA % is not ranked
in the Asset Management industry.
Industry Median: 3.985
vs BXMX: 12.62
Nuveen S&P 500 Buy-Writeome Fund (NYSE:BXMX) ROA % Explanation
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
Note:
The Net Income data used here is two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 2025) revenue data.
* 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.
Be Aware
Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
Nuveen S&P 500 Buy-Writeome Fund ROA % Related Terms
Nuveen S&P 500 Buy-Writeome Fund ROA % Historical Data
* 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.
For the Asset Management subindustry, Nuveen S&P 500 Buy-Writeome Fund's ROA %, along with its competitors' market caps and ROA % 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 Buy-Writeome Fund ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Nuveen S&P 500 Buy-Writeome Fund's ROA % distribution charts can be found below:
* The bar in red indicates where Nuveen S&P 500 Buy-Writeome Fund's ROA % 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.
In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is two times the semi-annual (Dec. 2025) net income data.
ROA % is displayed in the 30-year financial page.
Nuveen S&P 500 Buy-Writeome Fund (BXMX) has a ROA % of 20.30% as of Dec. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Nuveen S&P 500 Buy-Writeome Fund and its competitors. This is 62% above median its historical median of 12.53.
Is Nuveen S&P 500 Buy-Writeome Fund's ROA % too high?
Nuveen S&P 500 Buy-Writeome Fund's current ROA % of 20.30% is 62% above median its 10-year median of 12.53. The Asset Management industry median ROA % is 3.99. Nuveen S&P 500 Buy-Writeome Fund's value of 20.30% is 409.4% above this industry median. Overall, Nuveen S&P 500 Buy-Writeome Fund has a GF Score™ of 34/100, reflecting its overall financial health beyond just this single metric.
How does Nuveen S&P 500 Buy-Writeome Fund's ROA % compare to CET and GAM?
Nuveen S&P 500 Buy-Writeome Fund's ROA % of 20.30% can be compared against companies in the Asset Management industry. The industry median ROA % is 3.99. Nuveen S&P 500 Buy-Writeome Fund's value of 20.30% is 409.4% above this benchmark. While the company's 10-year median is 12.53 vs. the industry median of 3.99, Nuveen S&P 500 Buy-Writeome Fund has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for an Asset Management company?
The median ROA % among Asset Management companies is 3.99, based on 1,632 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Nuveen S&P 500 Buy-Writeome Fund's current ROA % of 20.30% is 409.4% 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 ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Nuveen S&P 500 Buy-Writeome Fund and its competitors. For the Asset Management industry, the median ROA % is 3.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Nuveen S&P 500 Buy-Writeome Fund's current ROA % is 20.30%, which is 62% above median its own 10-year median of 12.53. 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 Buy-Writeome Fund stock overvalued right now?
Nuveen S&P 500 Buy-Writeome Fund (BXMX) has a current ROA % of 20.30%. The stock's GF Value™ is $12.90, compared to a current price of $15.03 — trading 16.5% above its estimated fair value. The current ROA % is 20.30%, which is 62% above median its 10-year median of 12.53 and 409.4% above the Asset Management industry median of 3.99. Nuveen S&P 500 Buy-Writeome Fund's overall GF Score™ is 34/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Nuveen S&P 500 Buy-Writeome Fund (BXMX), the current ROA % is 20.30% as of Dec. 2025. 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 Buy-Writeome Fund (BXMX) Overvalued in 2026?
Based on GuruFocus' analysis, Nuveen S&P 500 Buy-Writeome Fund stock appears to be overvalued.
The current stock price of $15.03 is trading 16.5% above its estimated GF Value™ of $12.90.
Key valuation signals for BXMX:
ROA %: 20.30% (62% above median its 10-year median of 12.53)
GF Value™: $12.90 vs. price of $15.03 (16.5% above fair value)
Industry Position: 409.4% above the Asset Management median
No single metric tells the full story. See the BXMX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Nuveen S&P 500 Buy-Writeome Fund Business Description
Nuveen S&P 500 Buy-Write Income Fund is a diversified closed-ended management investment company based in the United States. Its investment objective is to seek attractive total returns with less volatility. The fund invests its managed assets in a diversified equity portfolio that seeks to substantially replicate price movements of the S&P 500 Index. It also uses an index options of writing index call options in seeking to moderate the volatility of returns relative to an all-equity portfolio. Its revenue is generated mainly from interest and dividend income.
34GF Score
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