IMANX vs. QQQX
Compare and contrast key facts about Iman Fund (IMANX) and Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX).
IMANX is managed by Allied Asset. It was launched on Jun 30, 2000. QQQX is a passively managed fund by Nuveen that tracks the performance of the Nasdaq 100 Index. It was launched on Jan 30, 2007.
Performance
IMANX vs. QQQX - Performance Comparison
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IMANX vs. QQQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IMANX Iman Fund | 0.26% | 17.91% | 20.60% | 29.36% | -29.79% | 17.07% | 19.88% | 34.69% | -6.17% | 28.52% |
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund | -0.51% | 14.87% | 25.61% | 21.68% | -27.39% | 25.32% | 15.75% | 28.83% | -11.68% | 39.19% |
Returns By Period
In the year-to-date period, IMANX achieves a 0.26% return, which is significantly higher than QQQX's -0.51% return. Both investments have delivered pretty close results over the past 10 years, with IMANX having a 12.48% annualized return and QQQX not far behind at 11.87%.
IMANX
- 1D
- 3.60%
- 1M
- -5.75%
- YTD
- 0.26%
- 6M
- 2.77%
- 1Y
- 26.30%
- 3Y*
- 17.81%
- 5Y*
- 8.09%
- 10Y*
- 12.48%
QQQX
- 1D
- 4.05%
- 1M
- 1.77%
- YTD
- -0.51%
- 6M
- 4.98%
- 1Y
- 26.55%
- 3Y*
- 13.53%
- 5Y*
- 8.16%
- 10Y*
- 11.87%
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IMANX vs. QQQX - Expense Ratio Comparison
IMANX has a 1.28% expense ratio, which is higher than QQQX's 0.92% expense ratio.
Return for Risk
IMANX vs. QQQX — Risk / Return Rank
IMANX
QQQX
IMANX vs. QQQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Iman Fund (IMANX) and Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX). 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.
| IMANX | QQQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.26 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.98 | 1.87 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.29 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.17 | 2.10 | +0.07 |
Martin ratioReturn relative to average drawdown | 9.61 | 10.38 | -0.78 |
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
| IMANX | QQQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.26 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.41 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.57 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.46 | -0.17 |
Correlation
The correlation between IMANX and QQQX is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IMANX vs. QQQX - Dividend Comparison
IMANX's dividend yield for the trailing twelve months is around 0.12%, less than QQQX's 8.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMANX Iman Fund | 0.12% | 0.12% | 0.00% | 0.00% | 1.43% | 20.20% | 2.72% | 12.50% | 12.25% | 8.71% | 7.93% | 4.32% |
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund | 8.27% | 7.85% | 6.73% | 7.26% | 9.66% | 5.85% | 6.00% | 6.49% | 8.40% | 5.95% | 7.54% | 7.23% |
Drawdowns
IMANX vs. QQQX - Drawdown Comparison
The maximum IMANX drawdown since its inception was -56.64%, roughly equal to the maximum QQQX drawdown of -57.25%. Use the drawdown chart below to compare losses from any high point for IMANX and QQQX.
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Drawdown Indicators
| IMANX | QQQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.64% | -57.25% | +0.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.65% | -12.93% | +0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -36.32% | -29.33% | -6.99% |
Max Drawdown (10Y)Largest decline over 10 years | -36.32% | -35.96% | -0.36% |
Current DrawdownCurrent decline from peak | -7.36% | -0.86% | -6.50% |
Average DrawdownAverage peak-to-trough decline | -16.81% | -8.09% | -8.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.85% | 2.61% | +0.24% |
Volatility
IMANX vs. QQQX - Volatility Comparison
The current volatility for Iman Fund (IMANX) is 6.90%, while Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) has a volatility of 8.15%. This indicates that IMANX experiences smaller price fluctuations and is considered to be less risky than QQQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMANX | QQQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 8.15% | -1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 12.32% | 11.99% | +0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.52% | 21.13% | -0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.59% | 19.80% | +0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.68% | 21.05% | -0.37% |