NWQIX Mutual Fund

NWQIX Mutual Fund

NAV$20.10
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Returns Overview

1 Month
-1.03%
3 Months
+1.60%
6 Months
+2.01%
YTD
+5.32%
1 Year
+11.48%
3 Years (annualized)
+8.96%
5 Years (annualized)
+3.39%
10 Years (annualized)
+4.83%

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)
+5.32%
Peer Avg (YTD)
+3.39%
vs Peers
+1.93%

NWQIX Mutual Fund Performance

NWQIX performance across multiple time periods: 1-month -1.03%, YTD 5.32%, 1-year 11.48%, 3-year 8.96%, 5-year 3.39%, 10-year 4.83%.

NWQIX returns outperform the peer average of 3.39% 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.