NQWFX Mutual Fund

NQWFX Mutual Fund

NAV$19.80
See how much of NQWFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.56%
3 Months
-2.72%
6 Months
+2.30%
YTD
+2.94%
1 Year
+4.95%
3 Years (annualized)
+9.44%
5 Years (annualized)
+3.27%
10 Years (annualized)
+4.85%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+2.94%
Peer Avg (YTD)
+2.46%
vs Peers
+0.49%

NQWFX Mutual Fund Performance

NQWFX performance across multiple time periods: 1-month -2.56%, YTD 2.94%, 1-year 4.95%, 3-year 9.44%, 5-year 3.27%, 10-year 4.85%.

NQWFX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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