NWQFX Mutual Fund

NWQFX Mutual Fund

NAV$40.57
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Returns Overview

1 Month
-2.25%
3 Months
+3.11%
6 Months
+12.15%
YTD
+19.12%
1 Year
+32.50%
3 Years (annualized)
+18.50%
5 Years (annualized)
+13.23%
10 Years (annualized)
+12.04%

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)
+19.12%
Peer Avg (YTD)
+9.54%
vs Peers
+9.58%

NWQFX Mutual Fund Performance

NWQFX performance across multiple time periods: 1-month -2.25%, YTD 19.12%, 1-year 32.50%, 3-year 18.50%, 5-year 13.23%, 10-year 12.04%.

NWQFX returns outperform the peer average of 9.54% 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.