NIQAX Mutual Fund

NIQAX Mutual Fund

NAV$15.25
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Returns Overview

1 Month
-2.49%
3 Months
+1.22%
6 Months
-1.97%
YTD
+3.19%
1 Year
+11.31%
3 Years (annualized)
+11.03%
5 Years (annualized)
+3.76%
10 Years (annualized)
+7.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIQAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+3.19%
Peer Avg (YTD)
+6.23%
vs Peers
-3.05%

NIQAX Mutual Fund Performance

NIQAX performance across multiple time periods: 1-month -2.49%, YTD 3.19%, 1-year 11.31%, 3-year 11.03%, 5-year 3.76%, 10-year 7.27%.

NIQAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

NIQAX vs another fund shows side-by-side returns. NIQAX alternatives are available in the Mutual Fund Screener.