NQWFX Mutual Fund

NAV$20.27

Returns Overview

1 Month
-1.17%
3 Months
+0.30%
6 Months
+1.05%
YTD
+2.06%
1 Year
+12.32%
3 Years (annualized)
+9.55%
5 Years (annualized)
+3.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NQWFX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.06%
Peer Avg (YTD)
+4.14%
vs Peers
-2.08%

NQWFX Mutual Fund Performance

NQWFX performance across multiple time periods: 1-month -1.17%, YTD 2.06%, 1-year 12.32%, 3-year 9.55%, 5-year 3.51%.

NQWFX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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