QBNAX Mutual Fund

QBNAX Mutual Fund

NAV$39.26
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Returns Overview

1 Month
+2.20%
3 Months
+8.43%
6 Months
+12.96%
YTD
+19.61%
1 Year
+28.63%
3 Years (annualized)
+13.94%
5 Years (annualized)
+10.21%
10 Years (annualized)
+9.22%

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
PROUpgrade to run
🏦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)
+19.61%
Peer Avg (YTD)
+15.31%
vs Peers
+4.30%

QBNAX Mutual Fund Performance

QBNAX performance across multiple time periods: 1-month 2.20%, YTD 19.61%, 1-year 28.63%, 3-year 13.94%, 5-year 10.21%, 10-year 9.22%.

QBNAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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