QBDSX Mutual Fund

QBDSX Mutual Fund

NAV$7.77
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Returns Overview

1 Month
-0.38%
3 Months
-0.63%
6 Months
-2.59%
YTD
-0.75%
1 Year
-0.71%
3 Years (annualized)
+2.36%
5 Years (annualized)
+0.55%
10 Years (annualized)
+0.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QBDSX 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)
-0.75%
Peer Avg (YTD)
+2.15%
vs Peers
-2.91%

QBDSX Mutual Fund Performance

QBDSX performance across multiple time periods: 1-month -0.38%, YTD -0.75%, 1-year -0.71%, 3-year 2.36%, 5-year 0.55%, 10-year 0.40%.

QBDSX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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