SBQAX Mutual Fund

SBQAX Mutual Fund

NAV$8.20
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Returns Overview

1 Month
+3.36%
3 Months
+13.91%
6 Months
+1.65%
YTD
+5.90%
1 Year
+7.58%
3 Years (annualized)
+12.08%
5 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBQAX 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
S&P 500 Buyback Index(^SPBUYUP:SP)
This Mutual Fund (YTD)
+5.90%
Peer Avg (YTD)
+6.09%
vs Peers
-0.18%

SBQAX Mutual Fund Performance

SBQAX performance across multiple time periods: 1-month 3.36%, YTD 5.90%, 1-year 7.58%, 3-year 12.08%, 5-year 11.02%.

SBQAX returns trail the peer average of 6.09% YTD. With an expense ratio of 2.23%, investors should weigh costs against performance when evaluating this mutual fund.

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