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X-Square Balanced Fund, LLC (SQBIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
11.51-0.01 (-0.09%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.79%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Sep 20, 2023)12.34%
Worst 1 Yr Total Return (Sep 20, 2023)N/A
Best 3-Yr Total Return12.34%
Worst 3-Yr Total Return3.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSQBIXCategory
YTD5.79%9.69%
1-Month-0.78%0.91%
3-Month0.17%5.21%
1-Year9.96%27.06%
3-Year4.20%11.00%
5-Year0.00%10.26%
10-Year0.00%8.34%
Last Bull Market18.07%15.58%
Last Bear Market-11.46%-12.16%

Annual Total Return (%) History

Year
SQBIXCategory
2023
N/AN/A
2022
-10.66%N/A
2021
9.54%N/A
2020
12.34%11.72%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.60%2.91%N/AN/A
2022-2.38%-11.46%-3.84%7.48%
20214.89%3.27%-2.96%4.20%
2020-10.70%10.91%5.26%7.77%

Rank In Category (By Total Return)

YTD41
1-Month31
3-Month10
1-Year15
3-Year49
5-YearN/A

Load Adjusted Returns

1-Year9.65%
3-Year3.94%
5-YearN/A
10-YearN/A
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