Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SQBAX (INVESTMENT QUALITY BOND PORTFOLIO INVESTMENT QUALITY BOND PORTFOLIO CLASS A) | -1.48% | 2.10% | 2.32% | 0.30% | 0.55% | 0.16% | 0.46% | … | … |
Data as of 06/03/2026, Common starting date is 02/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SQBAX (INVESTMENT QUALITY BOND PORTFOLIO INVESTMENT QUALITY BOND PORTFOLIO CLASS A) | 02/28/2006 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 2.10 | 2.32 | 0.30 | 0.55 | 0.16 | 0.46 | … | … | -1.48 | 5.99 | 0.41 | 2.51 | -2.82 | -3.34 | 2.87 | 3.37 | -0.87 | 0.23 | 1.35 | -0.60 | 0.03 | -2.89 | 0.20 | -1.47 | -0.49 | 2.81 | -0.10 | 2.68 | 0.21 |
| Sharpe Ratio | NA | 0.01 | -0.15 | -0.62 | -0.37 | NA | NA | … | … | -1.19 | 0.74 | -0.73 | -0.35 | -3.40 | -2.43 | 1.07 | 1.10 | -1.91 | -0.27 | 0.56 | -0.30 | 0.01 | -1.43 | 0.07 | -0.48 | -0.17 | 0.58 | -0.19 | -0.15 | -1.45 |
| Standard Deviation(%) | NA | 3.92 | 4.09 | 3.39 | 2.70 | NA | NA | … | … | 4.05 | 4.19 | 4.38 | 3.29 | 1.25 | 1.39 | 2.44 | 1.73 | 1.18 | 1.62 | 2.04 | 2.14 | 1.61 | 2.04 | 2.21 | 3.11 | 3.50 | 4.69 | 5.50 | 3.05 | 2.22 |
| Draw Down(%) | NA | 3.65 | 4.34 | 6.99 | 7.95 | NA | NA | … | … | 3.65 | 2.24 | 3.60 | 3.18 | 3.62 | 3.35 | 3.61 | 1.05 | 1.42 | 1.08 | 2.40 | 2.09 | 1.42 | 3.37 | 1.95 | 3.39 | 4.80 | 4.48 | 7.46 | 2.35 | 1.86 |
| Yield(%) | 0.00 | 1.47 | 1.53 | 0.98 | 0.91 | 0.72 | 0.58 | … | … | 0.00 | 2.01 | 1.93 | 1.17 | 0.05 | 0.05 | 0.34 | 0.66 | 1.04 | 1.39 | 1.04 | 1.26 | 0.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 |
Data as of 06/03/2026, Common starting date is 02/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SQBAX (INVESTMENT QUALITY BOND PORTFOLIO INVESTMENT QUALITY BOND PORTFOLIO CLASS A) |
-2.40%
Aug 2010 – Aug 2013 |
-1.57%
Oct 2010 – Oct 2015 |
-0.53%
Oct 2012 – Oct 2022 |
-0.26%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SQBAX (INVESTMENT QUALITY BOND PORTFOLIO INVESTMENT QUALITY BOND PORTFOLIO CLASS A) |
3.34%
Feb 2023 – Feb 2026 |
1.42%
May 2006 – May 2011 |
0.93%
Nov 2015 – Nov 2025 |
0.53%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart