SQMAX Mutual Fund

NAV$13.04

Returns Overview

1 Month
+1.04%
3 Months
+2.62%
6 Months
+2.61%
YTD
+2.61%
1 Year
+7.03%
3 Years (annualized)
+3.33%
5 Years (annualized)
+0.23%
10 Years (annualized)
+1.36%

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
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
Bloomberg Massachu-setts Exempt Municipalbond index
This Mutual Fund (YTD)
+2.61%
Peer Avg (YTD)
+1.79%
vs Peers
+0.82%

SQMAX Mutual Fund Performance

SQMAX performance across multiple time periods: 1-month 1.04%, YTD 2.61%, 1-year 7.03%, 3-year 3.33%, 5-year 0.23%, 10-year 1.36%.

SQMAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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