SQMAX Mutual Fund

SQMAX Mutual Fund

NAV$12.79
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Returns Overview

1 Month
+2.86%
3 Months
-1.64%
6 Months
-1.93%
YTD
-0.87%
1 Year
-0.47%
3 Years (annualized)
+3.83%
5 Years (annualized)
-0.33%
10 Years (annualized)
+1.11%

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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.87%
Peer Avg (YTD)
-0.87%
vs Peers
-0.00%

SQMAX Mutual Fund Performance

SQMAX performance across multiple time periods: 1-month 2.86%, YTD -0.87%, 1-year -0.47%, 3-year 3.83%, 5-year -0.33%, 10-year 1.11%.

SQMAX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.89%, 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.