NIQVX Mutual Fund

NIQVX Mutual Fund

NAV$15.23
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.66%
3 Months
+11.04%
6 Months
+6.75%
YTD
+5.85%
1 Year
+10.50%
3 Years (annualized)
+13.01%
5 Years (annualized)
+4.82%
10 Years (annualized)
+8.09%

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)
+5.85%
Peer Avg (YTD)
+8.97%
vs Peers
-3.12%

NIQVX Mutual Fund Performance

NIQVX performance across multiple time periods: 1-month 0.66%, YTD 5.85%, 1-year 10.50%, 3-year 13.01%, 5-year 4.82%, 10-year 8.09%.

NIQVX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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