SGQAX Mutual Fund

SGQAX Mutual Fund

NAV$48.64
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Returns Overview

1 Month
-1.36%
3 Months
+3.51%
6 Months
+4.38%
YTD
+5.93%
1 Year
+13.55%
3 Years (annualized)
+11.53%
5 Years (annualized)
+2.61%
10 Years (annualized)
+7.08%

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)
+5.93%
Peer Avg (YTD)
+6.23%
vs Peers
-0.31%

SGQAX Mutual Fund Performance

SGQAX performance across multiple time periods: 1-month -1.36%, YTD 5.93%, 1-year 13.55%, 3-year 11.53%, 5-year 2.61%, 10-year 7.08%.

SGQAX returns trail the peer average of 6.23% 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.