NQWFX Mutual Fund

NQWFX Mutual Fund

NAV$20.36
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Returns Overview

1 Month
-1.07%
3 Months
+1.19%
6 Months
+3.31%
YTD
+4.69%
1 Year
+10.57%
3 Years (annualized)
+8.90%
5 Years (annualized)
+3.19%
10 Years (annualized)
+4.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NQWFX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.69%
Peer Avg (YTD)
+3.39%
vs Peers
+1.30%

NQWFX Mutual Fund Performance

NQWFX performance across multiple time periods: 1-month -1.07%, YTD 4.69%, 1-year 10.57%, 3-year 8.90%, 5-year 3.19%, 10-year 4.89%.

NQWFX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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