SQBAX Mutual Fund

NAV$9.25

Returns Overview

1 Month
-0.05%
3 Months
+0.03%
6 Months
-0.82%
YTD
-0.71%
1 Year
+1.16%
3 Years (annualized)
+2.63%
5 Years (annualized)
+0.68%
10 Years (annualized)
+0.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SQBAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays US Government/Credit Intermediate Total Return USD(^BBUGCRINTTR)
This Mutual Fund (YTD)
-0.71%
Peer Avg (YTD)
+3.23%
vs Peers
-3.94%

SQBAX Mutual Fund Performance

SQBAX performance across multiple time periods: 1-month -0.05%, YTD -0.71%, 1-year 1.16%, 3-year 2.63%, 5-year 0.68%, 10-year 0.52%.

SQBAX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.22%, investors should weigh costs against performance when evaluating this mutual fund.

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