QBNRX Mutual Fund

QBNRX Mutual Fund

NAV$39.44
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Returns Overview

1 Month
-3.53%
3 Months
-2.25%
6 Months
+11.02%
YTD
+14.45%
1 Year
+17.93%
3 Years (annualized)
+13.95%
5 Years (annualized)
+10.05%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QBNRX 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)
+14.45%
Peer Avg (YTD)
+10.34%
vs Peers
+4.10%

QBNRX Mutual Fund Performance

QBNRX performance across multiple time periods: 1-month -3.53%, YTD 14.45%, 1-year 17.93%, 3-year 13.95%, 5-year 10.05%, 10-year 8.94%.

QBNRX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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