SQBAX Mutual Fund

SQBAX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
-1.31%
3 Months
-1.29%
6 Months
-1.91%
YTD
-2.02%
1 Year
+0.24%
3 Years (annualized)
+2.26%
5 Years (annualized)
+0.49%
10 Years (annualized)
+0.55%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Government/Credit Intermediate Total Return USD(^BBUGCRINTTR)
This Mutual Fund (YTD)
-2.02%
Peer Avg (YTD)
+0.12%
vs Peers
-2.14%

SQBAX Mutual Fund Performance

SQBAX performance across multiple time periods: 1-month -1.31%, YTD -2.02%, 1-year 0.24%, 3-year 2.26%, 5-year 0.49%, 10-year 0.55%.

SQBAX returns trail the peer average of 0.12% YTD. With an expense ratio of 2.22%, investors should weigh costs against performance when evaluating this mutual fund.

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