SQCBX Mutual Fund

SQCBX Mutual Fund

NAV$15.23
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Returns Overview

1 Month
-0.51%
3 Months
+3.35%
6 Months
+6.03%
YTD
+9.29%
1 Year
+16.10%
3 Years (annualized)
+12.27%
5 Years (annualized)
+6.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SQCBX 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)
+9.29%
Peer Avg (YTD)
+5.54%
vs Peers
+3.76%

SQCBX Mutual Fund Performance

SQCBX performance across multiple time periods: 1-month -0.51%, YTD 9.29%, 1-year 16.10%, 3-year 12.27%, 5-year 6.66%.

SQCBX returns outperform the peer average of 5.54% YTD. With an expense ratio of 3.50%, investors should weigh costs against performance when evaluating this mutual fund.

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