SCQGX Mutual Fund

SCQGX Mutual Fund

NAV$95.32
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Returns Overview

1 Month
-2.97%
3 Months
+18.77%
6 Months
+6.18%
YTD
+6.33%
1 Year
+16.04%
3 Years (annualized)
+19.89%
5 Years (annualized)
+10.14%
10 Years (annualized)
+16.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCQGX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.33%
Peer Avg (YTD)
+8.97%
vs Peers
-2.64%

SCQGX Mutual Fund Performance

SCQGX performance across multiple time periods: 1-month -2.97%, YTD 6.33%, 1-year 16.04%, 3-year 19.89%, 5-year 10.14%, 10-year 16.38%.

SCQGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

SCQGX performance comparison shows side-by-side returns with another fund. SCQGX alternatives are available in the Mutual Fund Screener.