NWQCX Mutual Fund

NWQCX Mutual Fund

NAV$19.62
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Returns Overview

1 Month
-2.54%
3 Months
-3.22%
6 Months
+1.50%
YTD
+1.87%
1 Year
+4.03%
3 Years (annualized)
+8.01%
5 Years (annualized)
+2.10%
10 Years (annualized)
+3.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWQCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.87%
Peer Avg (YTD)
+2.46%
vs Peers
-0.59%

NWQCX Mutual Fund Performance

NWQCX performance across multiple time periods: 1-month -2.54%, YTD 1.87%, 1-year 4.03%, 3-year 8.01%, 5-year 2.10%, 10-year 3.56%.

NWQCX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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