NWQIX Mutual Fund

NAV$20.27
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Returns Overview

1 Month
+0.54%
3 Months
+3.82%
6 Months
+4.67%
YTD
+4.40%
1 Year
+11.27%
3 Years (annualized)
+9.17%
5 Years (annualized)
+3.03%
10 Years (annualized)
+5.05%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.40%
Peer Avg (YTD)
+4.14%
vs Peers
+0.26%

NWQIX Mutual Fund Performance

NWQIX performance across multiple time periods: 1-month 0.54%, YTD 4.40%, 1-year 11.27%, 3-year 9.17%, 5-year 3.03%, 10-year 5.05%.

NWQIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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