Back to top
more

Saratoga Investment Quality Bond Class A: (MF: SQBAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:19 PM ET

$9.41 USD

+0.02 (0.21%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.37 91
3 months 0.94 95
6 months 2.57 97
1 Year 5.37 96
3 Year 3.34 97
5 Year 1.07 98
10 Year 1.06 99

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -0.11
Bull Market (2/09 - 3/21) 17.51

Load Adjusted Returns as of Feb 28, 2026

1 Year 0.23
5 Year -0.38
10 Year 0.49
Since Inception 0.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.22 1.66 1.44 0.53
2024 -0.84 0.02 4.21 -2.87
2023 0.86 -1.09 -0.64 3.40
2022 -1.70 -0.75 -0.87 0.49
2021 -0.49 -0.29 -0.51 -0.83

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.375.990.382.49-2.81-2.112.853.37-0.850.261.37
% Total Return Rel to Index -0.31-1.38-0.88-3.0310.20-0.57-4.64-5.35-0.86-3.28-1.28
% Total Return Rel to Peer -2.45-8.51-9.53-10.6610.15-13.62-7.83-13.825.64-13.19-4.90
% Perf Quintile vs Peer* 5.005.000.005.001.005.005.005.001.005.005.00
% Dividends 0.000.180.170.100.010.000.030.060.090.060.06
% Yield 0.001.821.811.870.050.030.290.601.010.650.59
Capital Gains ($) 0.000.000.000.000.000.120.000.000.000.070.04
Expense Ratio 0.002.161.501.922.301.811.781.601.990.111.71

* 1 = Top 20%, 5 = Bottom 20%