SQMAX Mutual Fund

SQMAX Mutual Fund

NAV$12.98
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Returns Overview

1 Month
-1.77%
3 Months
-0.29%
6 Months
+0.22%
YTD
+0.79%
1 Year
+5.62%
3 Years (annualized)
+2.65%
5 Years (annualized)
-0.27%
10 Years (annualized)
+1.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SQMAX 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
Bloomberg Massachu-setts Exempt Municipalbond index
This Mutual Fund (YTD)
+0.79%
Peer Avg (YTD)
+0.23%
vs Peers
+0.56%

SQMAX Mutual Fund Performance

SQMAX performance across multiple time periods: 1-month -1.77%, YTD 0.79%, 1-year 5.62%, 3-year 2.65%, 5-year -0.27%, 10-year 1.19%.

SQMAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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