NIQVX Mutual Fund

NIQVX Mutual Fund

NAV$14.51
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Returns Overview

1 Month
-2.92%
3 Months
-3.62%
6 Months
+7.02%
YTD
+2.02%
1 Year
+7.58%
3 Years (annualized)
+12.93%
5 Years (annualized)
+3.70%
10 Years (annualized)
+7.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIQVX 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)
+2.02%
Peer Avg (YTD)
+8.68%
vs Peers
-6.66%

NIQVX Mutual Fund Performance

NIQVX performance across multiple time periods: 1-month -2.92%, YTD 2.02%, 1-year 7.58%, 3-year 12.93%, 5-year 3.70%, 10-year 7.60%.

NIQVX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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