NIQEX Mutual Fund

NIQEX Mutual Fund

NAV$15.28
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Returns Overview

1 Month
+0.73%
3 Months
+11.34%
6 Months
+7.18%
YTD
+6.36%
1 Year
+11.53%
3 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIQEX 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)
+6.36%
Peer Avg (YTD)
+8.97%
vs Peers
-2.61%

NIQEX Mutual Fund Performance

NIQEX performance across multiple time periods: 1-month 0.73%, YTD 6.36%, 1-year 11.53%, 3-year 10.74%.

NIQEX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

NIQEX performance comparison shows side-by-side returns with another fund. NIQEX alternatives are available in the Mutual Fund Screener.