NIQAX Mutual Fund

NIQAX Mutual Fund

NAV$15.27
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Returns Overview

1 Month
+0.66%
3 Months
+11.05%
6 Months
+6.63%
YTD
+5.82%
1 Year
+10.34%
3 Years (annualized)
+12.83%
5 Years (annualized)
+4.66%
10 Years (annualized)
+8.19%

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
PROUpgrade to run
📉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)
+5.82%
Peer Avg (YTD)
+8.97%
vs Peers
-3.15%

NIQAX Mutual Fund Performance

NIQAX performance across multiple time periods: 1-month 0.66%, YTD 5.82%, 1-year 10.34%, 3-year 12.83%, 5-year 4.66%, 10-year 8.19%.

NIQAX returns trail the peer average of 8.97% 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.