NWQAX Mutual Fund

NWQAX Mutual Fund

NAV$20.20
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Returns Overview

1 Month
-1.08%
3 Months
+1.14%
6 Months
+3.14%
YTD
+4.50%
1 Year
+10.29%
3 Years (annualized)
+8.56%
5 Years (annualized)
+2.80%
10 Years (annualized)
+4.50%

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)
+4.50%
Peer Avg (YTD)
+3.39%
vs Peers
+1.11%

NWQAX Mutual Fund Performance

NWQAX performance across multiple time periods: 1-month -1.08%, YTD 4.50%, 1-year 10.29%, 3-year 8.56%, 5-year 2.80%, 10-year 4.50%.

NWQAX returns outperform the peer average of 3.39% 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.