NWQAX Mutual Fund

NWQAX Mutual Fund

NAV$19.52
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Returns Overview

1 Month
+0.33%
3 Months
-1.37%
6 Months
+0.15%
YTD
+3.47%
1 Year
+5.33%
3 Years (annualized)
+9.69%
5 Years (annualized)
+2.63%
10 Years (annualized)
+4.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWQAX 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)
+3.47%
Peer Avg (YTD)
+3.02%
vs Peers
+0.46%

NWQAX Mutual Fund Performance

NWQAX performance across multiple time periods: 1-month 0.33%, YTD 3.47%, 1-year 5.33%, 3-year 9.69%, 5-year 2.63%, 10-year 4.25%.

NWQAX returns outperform the peer average of 3.02% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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