NWQFX Mutual Fund

NWQFX Mutual Fund

NAV$40.78
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Returns Overview

1 Month
+3.68%
3 Months
-3.61%
6 Months
-0.62%
YTD
+12.86%
1 Year
+16.74%
3 Years (annualized)
+20.79%
5 Years (annualized)
+11.67%
10 Years (annualized)
+12.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWQFX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+12.86%
Peer Avg (YTD)
+8.01%
vs Peers
+4.85%

NWQFX Mutual Fund Performance

NWQFX performance across multiple time periods: 1-month 3.68%, YTD 12.86%, 1-year 16.74%, 3-year 20.79%, 5-year 11.67%, 10-year 12.01%.

NWQFX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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