BXMX vs. NPSRX
Compare and contrast key facts about Nuveen S&P 500 Buy-Write Income Fund (BXMX) and Nuveen Preferred Securities & Income Fund (NPSRX).
BXMX is an actively managed fund by Nuveen. It was launched on Nov 25, 2004. NPSRX is managed by Nuveen. It was launched on Dec 18, 2006.
Performance
BXMX vs. NPSRX - Performance Comparison
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BXMX vs. NPSRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BXMX Nuveen S&P 500 Buy-Write Income Fund | -8.03% | 13.74% | 17.26% | 9.10% | -7.18% | 20.83% | 1.11% | 22.22% | -9.06% | 19.76% |
NPSRX Nuveen Preferred Securities & Income Fund | -1.08% | 11.19% | 9.12% | 6.19% | -9.50% | 5.43% | 5.53% | 17.68% | -5.65% | 11.27% |
Returns By Period
In the year-to-date period, BXMX achieves a -8.03% return, which is significantly lower than NPSRX's -1.08% return. Over the past 10 years, BXMX has outperformed NPSRX with an annualized return of 8.03%, while NPSRX has yielded a comparatively lower 5.31% annualized return.
BXMX
- 1D
- -2.07%
- 1M
- -7.78%
- YTD
- -8.03%
- 6M
- -4.96%
- 1Y
- 8.88%
- 3Y*
- 9.29%
- 5Y*
- 7.43%
- 10Y*
- 8.03%
NPSRX
- 1D
- 0.88%
- 1M
- -2.09%
- YTD
- -1.08%
- 6M
- 1.23%
- 1Y
- 7.83%
- 3Y*
- 9.93%
- 5Y*
- 3.62%
- 10Y*
- 5.31%
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BXMX vs. NPSRX - Expense Ratio Comparison
BXMX has a 0.89% expense ratio, which is higher than NPSRX's 0.74% expense ratio.
Return for Risk
BXMX vs. NPSRX — Risk / Return Rank
BXMX
NPSRX
BXMX vs. NPSRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen S&P 500 Buy-Write Income Fund (BXMX) and Nuveen Preferred Securities & Income Fund (NPSRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BXMX | NPSRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 2.15 | -1.63 |
Sortino ratioReturn per unit of downside risk | 0.87 | 2.98 | -2.11 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.53 | -0.40 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 2.42 | -1.69 |
Martin ratioReturn relative to average drawdown | 3.22 | 9.75 | -6.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BXMX | NPSRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 2.15 | -1.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.73 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.84 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.49 | -0.13 |
Correlation
The correlation between BXMX and NPSRX is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BXMX vs. NPSRX - Dividend Comparison
BXMX's dividend yield for the trailing twelve months is around 8.22%, more than NPSRX's 5.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BXMX Nuveen S&P 500 Buy-Write Income Fund | 8.22% | 7.41% | 7.02% | 7.37% | 7.48% | 5.87% | 6.81% | 6.76% | 8.12% | 6.41% | 7.33% | 7.42% |
NPSRX Nuveen Preferred Securities & Income Fund | 5.92% | 5.72% | 5.38% | 5.87% | 6.18% | 4.97% | 5.02% | 5.39% | 6.00% | 5.51% | 5.81% | 6.20% |
Drawdowns
BXMX vs. NPSRX - Drawdown Comparison
The maximum BXMX drawdown since its inception was -49.53%, smaller than the maximum NPSRX drawdown of -62.52%. Use the drawdown chart below to compare losses from any high point for BXMX and NPSRX.
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Drawdown Indicators
| BXMX | NPSRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.53% | -62.52% | +12.99% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -3.46% | -7.96% |
Max Drawdown (5Y)Largest decline over 5 years | -17.94% | -17.65% | -0.29% |
Max Drawdown (10Y)Largest decline over 10 years | -38.77% | -26.47% | -12.30% |
Current DrawdownCurrent decline from peak | -9.75% | -2.45% | -7.30% |
Average DrawdownAverage peak-to-trough decline | -5.69% | -4.85% | -0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 0.86% | +1.72% |
Volatility
BXMX vs. NPSRX - Volatility Comparison
Nuveen S&P 500 Buy-Write Income Fund (BXMX) has a higher volatility of 4.26% compared to Nuveen Preferred Securities & Income Fund (NPSRX) at 1.59%. This indicates that BXMX's price experiences larger fluctuations and is considered to be riskier than NPSRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BXMX | NPSRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 1.59% | +2.67% |
Volatility (6M)Calculated over the trailing 6-month period | 8.32% | 2.34% | +5.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.43% | 3.71% | +12.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.98% | 4.97% | +10.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.44% | 6.32% | +11.12% |