SQBFX Mutual Fund

SQBFX Mutual Fund

NAV$16.15
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Returns Overview

1 Month
-0.49%
3 Months
+3.55%
6 Months
+6.36%
YTD
+9.76%
1 Year
+16.97%
3 Years (annualized)
+13.19%
5 Years (annualized)
+7.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SQBFX 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
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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 Index(SPX)
This Mutual Fund (YTD)
+9.76%
Peer Avg (YTD)
+5.54%
vs Peers
+4.22%

SQBFX Mutual Fund Performance

SQBFX performance across multiple time periods: 1-month -0.49%, YTD 9.76%, 1-year 16.97%, 3-year 13.19%, 5-year 7.51%.

SQBFX returns outperform the peer average of 5.54% YTD. With an expense ratio of 2.66%, investors should weigh costs against performance when evaluating this mutual fund.

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