NWQAX Mutual Fund

NWQAX Mutual Fund

NAV$19.65
See how much of NWQAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.53%
3 Months
-2.80%
6 Months
+2.18%
YTD
+2.69%
1 Year
+4.64%
3 Years (annualized)
+9.08%
5 Years (annualized)
+2.86%
10 Years (annualized)
+4.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWQAX 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)
+2.69%
Peer Avg (YTD)
+2.46%
vs Peers
+0.23%

NWQAX Mutual Fund Performance

NWQAX performance across multiple time periods: 1-month -2.53%, YTD 2.69%, 1-year 4.64%, 3-year 9.08%, 5-year 2.86%, 10-year 4.46%.

NWQAX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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