SQIFX Mutual Fund

NAV$9.51

Returns Overview

1 Month
-0.10%
3 Months
+0.25%
6 Months
+0.77%
YTD
+0.77%
1 Year
+3.35%
3 Years (annualized)
+4.78%
5 Years (annualized)
+2.81%
10 Years (annualized)
+2.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SQIFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+0.77%
Peer Avg (YTD)
+3.23%
vs Peers
-2.46%

SQIFX Mutual Fund Performance

SQIFX performance across multiple time periods: 1-month -0.10%, YTD 0.77%, 1-year 3.35%, 3-year 4.78%, 5-year 2.81%, 10-year 2.38%.

SQIFX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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