X Square Balanced Etf Profile
| SQBFX Etf | USD 13.32 0.12 0.89% |
PerformanceVery Weak
| Odds Of DistressLow
|
X Square is trading at 13.32 as of the 19th of March 2025; that is 0.89% down since the beginning of the trading day. The etf's open price was 13.44. X Square has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. Normally, it will target a 60 percent allocation towards U.S. equity securities and a 40 percent allocation towards fixed income securities, including, but not limited to, investment-grade corporate debt, U.S. More on X Square Balanced
Moving together with SQBFX Etf
SQBFX Etf Highlights
| Business Concentration | Xsquare Capital, Large Blend, Allocation--50% to 70% Equity, Allocation--50% to 70% Equity, Xsquare Capital, Large Blend, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
| Nav | 13.32 |
| Prev Close Price | 13.15 |
| Country Name | USA |
| Name | X-Square Balanced Fund, LLC Class A |
| Currency Code | USD |
| Open Figi | BBG00NX1D6D8 |
| C U S I P | 98401X106 |
| Expense Ratio Date | 30th of April 2023 |
| Code | SQBFX |
| I S I N | US98401X1063 |
| Currency Name | US Dollar |
| Type | FUND |
| Domicile | United States |
| Fiscal Year End | December |
X Square Balanced [SQBFX] is traded in USA and was established 2019-11-01. X Square is listed under Xsquare Capital category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Xsquare Capital family. This fund at this time have 36.42 M in assets. X Square Balanced is currently producing year-to-date (YTD) return of 1.02% with the current yeild of 0.02%, while the total return for the last 3 years was 6.78%.
Check X Square Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on SQBFX Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding SQBFX Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as X Square Balanced Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top X Square Balanced Etf Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| ALLY | Ally Financial | Stock | Financials | |
| AMD | Advanced Micro Devices | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| BAC | Bank of America | Stock | Financials | |
| ETSY | Etsy Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services |
X Square Balanced Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in X Square. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.5572 | |||
| Standard Deviation | 0.7298 | |||
| Variance | 0.5326 | |||
| Risk Adjusted Performance | (0.14) |
X Square Balanced Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. X Square Balanced Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe X Square price patterns.
X Square Against Markets
Other Information on Investing in SQBFX Etf
X Square financial ratios help investors to determine whether SQBFX Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in SQBFX with respect to the benefits of owning X Square security.