SQBCX Mutual Fund

NAV$9.09

Returns Overview

1 Month
-0.05%
3 Months
-0.24%
6 Months
-1.41%
YTD
-1.30%
1 Year
+0.37%
3 Years (annualized)
+2.00%
5 Years (annualized)
+0.02%
10 Years (annualized)
+0.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SQBCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US Government/Credit Intermediate Total Return USD(^BBUGCRINTTR)
This Mutual Fund (YTD)
-1.30%
Peer Avg (YTD)
+3.23%
vs Peers
-4.53%

SQBCX Mutual Fund Performance

SQBCX performance across multiple time periods: 1-month -0.05%, YTD -1.30%, 1-year 0.37%, 3-year 2.00%, 5-year 0.02%, 10-year 0.05%.

SQBCX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.62%, investors should weigh costs against performance when evaluating this mutual fund.

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