QBNAX Mutual Fund

QBNAX Mutual Fund

NAV$40.58
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Returns Overview

1 Month
+5.16%
3 Months
+13.58%
6 Months
+17.04%
YTD
+17.04%
1 Year
+25.64%
3 Years (annualized)
+15.43%
5 Years (annualized)
+9.04%
10 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QBNAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.04%
Peer Avg (YTD)
+18.52%
vs Peers
-1.48%

QBNAX Mutual Fund Performance

QBNAX performance across multiple time periods: 1-month 5.16%, YTD 17.04%, 1-year 25.64%, 3-year 15.43%, 5-year 9.04%, 10-year 9.64%.

QBNAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

QBNAX performance comparison shows side-by-side returns with another fund. QBNAX alternatives are available in the Mutual Fund Screener.