SBQIX Mutual Fund

SBQIX Mutual Fund

NAV$8.79
See how much of SBQIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.36%
3 Months
+14.04%
6 Months
+1.79%
YTD
+6.10%
1 Year
+9.56%
3 Years (annualized)
+13.16%
5 Years (annualized)
+16.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBQIX 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
PROUpgrade to run

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)
+6.10%
Peer Avg (YTD)
+6.09%
vs Peers
+0.02%

SBQIX Mutual Fund Performance

SBQIX performance across multiple time periods: 1-month 3.36%, YTD 6.10%, 1-year 9.56%, 3-year 13.16%, 5-year 16.42%.

SBQIX returns outperform the peer average of 6.09% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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