SGQAX Mutual Fund

SGQAX Mutual Fund

NAV$46.63
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Returns Overview

1 Month
-1.40%
3 Months
-2.41%
6 Months
+1.02%
YTD
+3.37%
1 Year
+5.07%
3 Years (annualized)
+16.17%
5 Years (annualized)
+1.12%
10 Years (annualized)
+6.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGQAX 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
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📉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
Morgan Stanley Capital International MSCI All Country World ex USA Index
This Mutual Fund (YTD)
+3.37%
Peer Avg (YTD)
+5.23%
vs Peers
-1.86%

SGQAX Mutual Fund Performance

SGQAX performance across multiple time periods: 1-month -1.40%, YTD 3.37%, 1-year 5.07%, 3-year 16.17%, 5-year 1.12%, 10-year 6.79%.

SGQAX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

SGQAX vs another fund shows side-by-side returns. SGQAX alternatives are available in the Mutual Fund Screener.