SQIFX Mutual Fund

SQIFX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
-0.38%
3 Months
+0.01%
6 Months
+0.43%
YTD
+0.77%
1 Year
+3.41%
3 Years (annualized)
+4.67%
5 Years (annualized)
+2.78%
10 Years (annualized)
+2.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SQIFX 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 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+0.77%
Peer Avg (YTD)
+0.12%
vs Peers
+0.65%

SQIFX Mutual Fund Performance

SQIFX performance across multiple time periods: 1-month -0.38%, YTD 0.77%, 1-year 3.41%, 3-year 4.67%, 5-year 2.78%, 10-year 2.36%.

SQIFX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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