NWQCX Mutual Fund

NWQCX Mutual Fund

NAV$20.09
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Returns Overview

1 Month
-1.03%
3 Months
+1.02%
6 Months
+3.22%
YTD
+4.52%
1 Year
+10.05%
3 Years (annualized)
+7.90%
5 Years (annualized)
+2.37%
10 Years (annualized)
+3.80%

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
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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)
+4.52%
Peer Avg (YTD)
+3.39%
vs Peers
+1.13%

NWQCX Mutual Fund Performance

NWQCX performance across multiple time periods: 1-month -1.03%, YTD 4.52%, 1-year 10.05%, 3-year 7.90%, 5-year 2.37%, 10-year 3.80%.

NWQCX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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