SQCBX Mutual Fund

NAV$15.58

Returns Overview

1 Month
-0.26%
3 Months
+8.58%
6 Months
+10.32%
YTD
+9.86%
1 Year
+17.56%
3 Years (annualized)
+13.33%
5 Years (annualized)
+6.57%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.86%
Peer Avg (YTD)
+5.87%
vs Peers
+3.99%

SQCBX Mutual Fund Performance

SQCBX performance across multiple time periods: 1-month -0.26%, YTD 9.86%, 1-year 17.56%, 3-year 13.33%, 5-year 6.57%.

SQCBX returns outperform the peer average of 5.87% YTD. With an expense ratio of 3.50%, investors should weigh costs against performance when evaluating this mutual fund.

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