NWQIX Mutual Fund

NWQIX Mutual Fund

NAV$19.68
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Returns Overview

3 Months
+0.33%
6 Months
+2.57%
YTD
+5.05%
1 Year
+9.96%
3 Years (annualized)
+9.03%
5 Years (annualized)
+3.07%
10 Years (annualized)
+4.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWQIX 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)
+5.05%
Peer Avg (YTD)
+3.78%
vs Peers
+1.28%

NWQIX Mutual Fund Performance

NWQIX performance across multiple time periods: YTD 5.05%, 1-year 9.96%, 3-year 9.03%, 5-year 3.07%, 10-year 4.56%.

NWQIX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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