NQGIX Mutual Fund

NQGIX Mutual Fund

NAV$48.90
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Returns Overview

1 Month
-0.67%
3 Months
+5.81%
6 Months
+8.68%
YTD
+7.83%
1 Year
+20.78%
3 Years (annualized)
+18.33%
5 Years (annualized)
+11.08%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NQGIX 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 World Index(MDWO)
This Mutual Fund (YTD)
+7.83%
Peer Avg (YTD)
+9.49%
vs Peers
-1.66%

NQGIX Mutual Fund Performance

NQGIX performance across multiple time periods: 1-month -0.67%, YTD 7.83%, 1-year 20.78%, 3-year 18.33%, 5-year 11.08%, 10-year 10.29%.

NQGIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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