SQBIX Mutual Fund

SQBIX Mutual Fund

NAV$16.77
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Returns Overview

1 Month
-2.14%
3 Months
-1.32%
6 Months
+7.46%
YTD
+8.93%
1 Year
+10.74%
3 Years (annualized)
+14.47%
5 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SQBIX 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)
+8.93%
Peer Avg (YTD)
+4.96%
vs Peers
+3.96%

SQBIX Mutual Fund Performance

SQBIX performance across multiple time periods: 1-month -2.14%, YTD 8.93%, 1-year 10.74%, 3-year 14.47%, 5-year 7.81%.

SQBIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 2.39%, investors should weigh costs against performance when evaluating this mutual fund.

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