NWQCX Mutual Fund

NWQCX Mutual Fund

NAV$20.20
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.59%
3 Months
+3.84%
6 Months
+4.42%
YTD
+4.21%
1 Year
+10.58%
3 Years (annualized)
+8.17%
5 Years (annualized)
+2.33%
10 Years (annualized)
+4.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWQCX 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
PROUpgrade to run

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)
+4.21%
Peer Avg (YTD)
+4.14%
vs Peers
+0.07%

NWQCX Mutual Fund Performance

NWQCX performance across multiple time periods: 1-month 0.59%, YTD 4.21%, 1-year 10.58%, 3-year 8.17%, 5-year 2.33%, 10-year 4.14%.

NWQCX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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