SQMCX Mutual Fund

NAV$13.06

Returns Overview

1 Month
+0.97%
3 Months
+2.43%
6 Months
+2.30%
YTD
+2.23%
1 Year
+6.29%
3 Years (annualized)
+2.58%
5 Years (annualized)
-0.58%
10 Years (annualized)
+0.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SQMCX 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)
+2.23%
Peer Avg (YTD)
+1.79%
vs Peers
+0.44%

SQMCX Mutual Fund Performance

SQMCX performance across multiple time periods: 1-month 0.97%, YTD 2.23%, 1-year 6.29%, 3-year 2.58%, 5-year -0.58%, 10-year 0.57%.

SQMCX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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