SQBIX Mutual Fund

NAV$16.48

Returns Overview

1 Month
-0.18%
3 Months
+3.06%
6 Months
+4.24%
YTD
+7.71%
1 Year
+18.81%
3 Years (annualized)
+14.62%
5 Years (annualized)
+7.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SQBIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.71%
Peer Avg (YTD)
+5.87%
vs Peers
+1.85%

SQBIX Mutual Fund Performance

SQBIX performance across multiple time periods: 1-month -0.18%, YTD 7.71%, 1-year 18.81%, 3-year 14.62%, 5-year 7.72%.

SQBIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 2.39%, investors should weigh costs against performance when evaluating this mutual fund.

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