NIQTX Mutual Fund

NAV$15.17

Returns Overview

1 Month
+0.66%
3 Months
+11.01%
6 Months
+6.66%
YTD
+5.84%
1 Year
+10.38%
3 Years (annualized)
+12.93%
5 Years (annualized)
+4.75%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIQTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.84%
Peer Avg (YTD)
+8.97%
vs Peers
-3.13%

NIQTX Mutual Fund Performance

NIQTX performance across multiple time periods: 1-month 0.66%, YTD 5.84%, 1-year 10.38%, 3-year 12.93%, 5-year 4.75%, 10-year 8.17%.

NIQTX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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