SQBAX Mutual Fund

SQBAX Mutual Fund

NAV$8.94
See how much of SQBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.09%
3 Months
-4.28%
6 Months
-4.26%
YTD
-4.97%
1 Year
-4.56%
3 Years (annualized)
+2.17%
5 Years (annualized)
+0.50%
10 Years (annualized)
+0.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SQBAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Government/Credit Intermediate Total Return USD(^BBUGCRINTTR)
This Mutual Fund (YTD)
-4.97%
Peer Avg (YTD)
+0.50%
vs Peers
-5.47%

SQBAX Mutual Fund Performance

SQBAX performance across multiple time periods: 1-month -3.09%, YTD -4.97%, 1-year -4.56%, 3-year 2.17%, 5-year 0.50%, 10-year 0.45%.

SQBAX returns trail the peer average of 0.50% YTD. With an expense ratio of 2.22%, investors should weigh costs against performance when evaluating this mutual fund.

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