SBQIX
ActiveMin. $1MSBQIX
Expense Ratio
2.98%
Annual Cost per $10K
$298.00
30-Year Fee Drag per $10K
$43,501
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+5.20%
Asset Allocation
No allocation data available
Fee Comparison
SBQIX
2.98%Index benchmark
0.03%Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of June 2025 · Updated quarterly
+48.61%3Y
Compare to
Fee Impact Calculator
$
%
SBQIX at 2.98%$163,108
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$217,505
Cost vs index fund−$214,316
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