X Square Balanced Etf Profile

SQCBX Etf  USD 12.68  0.04  0.31%   


9 of 100


Odds Of Distress

Less than 9

X Square is trading at 12.68 as of the 23rd of July 2024; that is 0.31 percent decrease since the beginning of the trading day. The etf's open price was 12.72. X Square has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for X Square Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of April 2024 and ending today, the 23rd of July 2024. 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. X-Square Balanced is traded on NASDAQ Exchange in the United States. More on X Square Balanced

Moving together with SQCBX Etf

  0.69SHLD Global X FundsPairCorr
  0.77HUM Humana Inc Financial Report 7th of August 2024 PairCorr

Moving against SQCBX Etf

  0.57FNGD MicroSectors FANG Index Downward RallyPairCorr
  0.47DIS Walt Disney Financial Report 14th of August 2024 PairCorr

SQCBX Etf Highlights

Business ConcentrationAllocation--50% to 70% Equity, Xsquare Capital, Large Blend, Allocation--50% to 70% Equity (View all Sectors)
Update Date30th of June 2024
Prev Close Price12.41
Country NameUSA
NameX-Square Balanced Fund, LLC Class C
Currency CodeUSD
Open FigiBBG00NX1DB38
C U S I P98401X205
Expense Ratio Date30th of April 2023
I S I NUS98401X2053
Currency NameUS Dollar
Expense Ratio3.5
DomicileUnited States
Fiscal Year EndDecember
X Square Balanced [SQCBX] is traded in USA and was established 2019-11-01. 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 7.25% with the current yeild of 0.01%, while the total return for the last 3 years was 3.78%.
Check X Square Probability Of Bankruptcy

Top X Square Balanced Etf Constituents

AAPLApple IncStockInformation Technology
ALLYAlly FinancialStockFinancials
AMDAdvanced Micro DevicesStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
BABAAlibaba Group HoldingStockConsumer Discretionary
BACBank of AmericaStockFinancials
ETSYEtsy IncStockConsumer Discretionary
GOOGAlphabet Inc Class CStockCommunication Services
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X Square Balanced Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. X Square market risk premium is the additional return an investor will receive from holding X Square long position in a well-diversified portfolio. 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. Although X Square's alpha and beta are two of the key measurements used to evaluate X Square's performance over the market, the standard measures of volatility play an important role as well.

X Square Balanced Technical Analysis

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 SQCBX Etf

X Square financial ratios help investors to determine whether SQCBX 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 SQCBX with respect to the benefits of owning X Square security.