NWQFX Mutual Fund

NWQFX Mutual Fund

NAV$42.17
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Returns Overview

1 Month
+2.08%
3 Months
+19.44%
6 Months
+21.86%
YTD
+19.78%
1 Year
+36.93%
3 Years (annualized)
+20.81%
5 Years (annualized)
+12.49%

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
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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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+19.78%
Peer Avg (YTD)
+10.82%
vs Peers
+8.96%

NWQFX Mutual Fund Performance

NWQFX performance across multiple time periods: 1-month 2.08%, YTD 19.78%, 1-year 36.93%, 3-year 20.81%, 5-year 12.49%.

NWQFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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