SBQUX Mutual Fund

SBQUX Mutual Fund

NAV$7.25
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Returns Overview

1 Month
+3.29%
3 Months
+13.70%
6 Months
+1.30%
YTD
+5.52%
1 Year
+8.56%
3 Years (annualized)
+12.10%
5 Years (annualized)
+15.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBQUX 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
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📉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)
+5.52%
Peer Avg (YTD)
+6.09%
vs Peers
-0.57%

SBQUX Mutual Fund Performance

SBQUX performance across multiple time periods: 1-month 3.29%, YTD 5.52%, 1-year 8.56%, 3-year 12.10%, 5-year 15.52%.

SBQUX returns trail the peer average of 6.09% YTD. With an expense ratio of 2.98%, investors should weigh costs against performance when evaluating this mutual fund.

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