BXMX (Nuveen S&P 500 Buy-Writeome Fund) 3-Year RORE % : -8.84% (As of Dec. 2025)


BXMX Nuveen S&P 500 Buy-Write Income Fund BXMX
34 GF Score
Price $15.03
GF Value $12.90
! 6 Warning Signs
View Full Analysis

What is Nuveen S&P 500 Buy-Writeome Fund 3-Year RORE %?

Nuveen S&P 500 Buy-Writeome Fund BXMX 34 3-Year RORE % is -8.84 as of Dec. 2025. GuruFocus rates BXMX with a GF Score™ of 34/100 and a GF Value™ of $12.90. The stock has 6 warning signs investors should review.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Nuveen S&P 500 Buy-Writeome Fund's 3-Year RORE % for the quarter that ended in Dec. 2025 was -8.84%.

The industry rank for Nuveen S&P 500 Buy-Writeome Fund's 3-Year RORE % or its related term are showing as below:

BXMX's 3-Year RORE % is not ranked
in the Asset Management industry.
Industry Median: 12.895 vs BXMX: -8.84

Nuveen S&P 500 Buy-Writeome Fund  (NYSE:BXMX) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Nuveen S&P 500 Buy-Writeome Fund 3-Year RORE % Related Terms


Nuveen S&P 500 Buy-Writeome Fund 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Nuveen S&P 500 Buy-Writeome Fund's 3-Year RORE % can be seen below:

* 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 Buy-Writeome Fund 3-Year RORE % Chart

Nuveen S&P 500 Buy-Writeome Fund Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only 14.83 244.43 -48.33 -3,244.72 -8.84

Nuveen S&P 500 Buy-Writeome Fund Semi-Annual Data
Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -48.33 -13,839.13 -3,244.72 -32.19 -8.84

BXMX vs CET, GAM, ECAT: 3-Year RORE % Comparison

For the Asset Management subindustry, Nuveen S&P 500 Buy-Writeome Fund's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 3-Year RORE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Nuveen S&P 500 Buy-Writeome Fund's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Nuveen S&P 500 Buy-Writeome Fund's 3-Year RORE % falls into.


BXMX
34GF Score
Nuveen S&P 500 Buy-Write Income Fund BXMX
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Nuveen S&P 500 Buy-Writeome Fund 3-Year RORE % Calculation

Nuveen S&P 500 Buy-Writeome Fund's 3-Year RORE % for the quarter that ended in Dec. 2025 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 2-2.31 )/( 6.526-3.018 )
=-0.31/3.508
=-8.84 %

* 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 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Dec. 2025 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of -8.84 mean?
Nuveen S&P 500 Buy-Writeome Fund (BXMX) has a 3-Year RORE % of -8.84 as of Dec. 2025. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Nuveen S&P 500 Buy-Writeome Fund and its competitors.
Is Nuveen S&P 500 Buy-Writeome Fund's 3-Year RORE % too high?
Nuveen S&P 500 Buy-Writeome Fund's current 3-Year RORE % is -8.84. 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 3-Year RORE % compare to CET and GAM?
Nuveen S&P 500 Buy-Writeome Fund's 3-Year RORE % of -8.84 can be compared against companies in the Asset Management industry. The industry median 3-Year RORE % is 12.90. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 12.90, based on 1,532 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Nuveen S&P 500 Buy-Writeome Fund and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.90 — 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 3-Year RORE % is -8.84. 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 3-Year RORE % of -8.84. 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 3-Year RORE % is -8.84. 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 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Nuveen S&P 500 Buy-Writeome Fund (BXMX), the current 3-Year RORE % is -8.84 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:

  • 3-Year RORE %: -8.84
  • GF Value™: $12.90 vs. price of $15.03 (16.5% above fair value)
  • GF Score™: 34/100 with 6 warning signs

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

Address 333 West Wacker Drive, Chicago, IL, USA, 60606
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

Get the complete analysis for BXMX

3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$15.03
Price
$12.90
GF Value