QBDSX Mutual Fund

NAV$7.95

Returns Overview

1 Month
+0.38%
3 Months
+0.13%
6 Months
-0.75%
1 Year
-0.12%
3 Years (annualized)
+2.52%
5 Years (annualized)
+0.60%
10 Years (annualized)
+0.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QBDSX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)

QBDSX Mutual Fund Performance

QBDSX performance across multiple time periods: 1-month 0.38%, 1-year -0.12%, 3-year 2.52%, 5-year 0.60%, 10-year 0.54%.

QBDSX returns can be compared against peers and benchmarks. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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