NIQEX Mutual Fund

NIQEX Mutual Fund

NAV$14.58
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Returns Overview

1 Month
-2.91%
3 Months
-3.42%
6 Months
+7.53%
YTD
+2.73%
1 Year
+8.59%
3 Years (annualized)
+10.68%
5 Years (annualized)
+4.87%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIQEX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+2.73%
Peer Avg (YTD)
+8.68%
vs Peers
-5.96%

NIQEX Mutual Fund Performance

NIQEX performance across multiple time periods: 1-month -2.91%, YTD 2.73%, 1-year 8.59%, 3-year 10.68%, 5-year 4.87%, 10-year 8.04%.

NIQEX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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