NQWFX Mutual Fund

NQWFX Mutual Fund

NAV$19.70
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Returns Overview

1 Month
+0.36%
3 Months
-1.27%
6 Months
+0.32%
YTD
+3.79%
1 Year
+5.70%
3 Years (annualized)
+10.04%
5 Years (annualized)
+2.95%
10 Years (annualized)
+4.57%

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
PROUpgrade to run
🏦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)
+3.79%
Peer Avg (YTD)
+2.95%
vs Peers
+0.84%

NQWFX Mutual Fund Performance

NQWFX performance across multiple time periods: 1-month 0.36%, YTD 3.79%, 1-year 5.70%, 3-year 10.04%, 5-year 2.95%, 10-year 4.57%.

NQWFX returns outperform the peer average of 2.95% 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.