QBNAX Mutual Fund

QBNAX Mutual Fund

NAV$39.12
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Returns Overview

1 Month
-3.53%
3 Months
-2.25%
6 Months
+11.02%
YTD
+14.41%
1 Year
+17.38%
3 Years (annualized)
+14.42%
5 Years (annualized)
+9.63%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QBNAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.41%
Peer Avg (YTD)
+10.34%
vs Peers
+4.07%

QBNAX Mutual Fund Performance

QBNAX performance across multiple time periods: 1-month -3.53%, YTD 14.41%, 1-year 17.38%, 3-year 14.42%, 5-year 9.63%, 10-year 9.12%.

QBNAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

QBNAX vs another fund shows side-by-side returns. QBNAX alternatives are available in the Mutual Fund Screener.