SQMAX Mutual Fund

SQMAX Mutual Fund

NAV$12.39
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Returns Overview

1 Month
-4.16%
3 Months
-6.07%
6 Months
-3.61%
YTD
-3.62%
1 Year
-2.16%
3 Years (annualized)
+2.92%
5 Years (annualized)
-0.23%
10 Years (annualized)
+1.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SQMAX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.62%
Peer Avg (YTD)
-3.84%
vs Peers
+0.22%

SQMAX Mutual Fund Performance

SQMAX performance across multiple time periods: 1-month -4.16%, YTD -3.62%, 1-year -2.16%, 3-year 2.92%, 5-year -0.23%, 10-year 1.16%.

SQMAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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