NIQVX Mutual Fund

NIQVX Mutual Fund

NAV$15.16
See how much of NIQVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.50%
3 Months
+1.16%
6 Months
-1.92%
YTD
+3.21%
1 Year
+11.40%
3 Years (annualized)
+11.17%
5 Years (annualized)
+3.90%
10 Years (annualized)
+7.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIQVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+3.21%
Peer Avg (YTD)
+6.23%
vs Peers
-3.03%

NIQVX Mutual Fund Performance

NIQVX performance across multiple time periods: 1-month -2.50%, YTD 3.21%, 1-year 11.40%, 3-year 11.17%, 5-year 3.90%, 10-year 7.45%.

NIQVX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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