QBDAX Mutual Fund

QBDAX Mutual Fund

NAV$7.91
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Returns Overview

1 Month
-0.37%
3 Months
-0.87%
6 Months
-2.79%
YTD
-1.23%
1 Year
-1.27%
3 Years (annualized)
+1.71%
5 Years (annualized)
-0.05%
10 Years (annualized)
-0.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QBDAX 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)
-1.23%
Peer Avg (YTD)
+2.15%
vs Peers
-3.39%

QBDAX Mutual Fund Performance

QBDAX performance across multiple time periods: 1-month -0.37%, YTD -1.23%, 1-year -1.27%, 3-year 1.71%, 5-year -0.05%, 10-year -0.25%.

QBDAX returns trail the peer average of 2.15% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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