SQBCX Mutual Fund

SQBCX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
-3.07%
3 Months
-4.49%
6 Months
-4.72%
YTD
-5.74%
1 Year
-5.42%
3 Years (annualized)
+1.49%
5 Years (annualized)
-0.19%
10 Years (annualized)
-0.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SQBCX 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
Bloomberg Barclays US Government/Credit Intermediate Total Return USD(^BBUGCRINTTR)
This Mutual Fund (YTD)
-5.74%
Peer Avg (YTD)
+0.50%
vs Peers
-6.24%

SQBCX Mutual Fund Performance

SQBCX performance across multiple time periods: 1-month -3.07%, YTD -5.74%, 1-year -5.42%, 3-year 1.49%, 5-year -0.19%, 10-year -0.05%.

SQBCX returns trail the peer average of 0.50% YTD. With an expense ratio of 2.62%, investors should weigh costs against performance when evaluating this mutual fund.

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