SGQCX Mutual Fund

SGQCX Mutual Fund

NAV$43.58
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Returns Overview

1 Month
+1.94%
3 Months
+0.89%
6 Months
+3.46%
YTD
+7.50%
1 Year
+11.63%
3 Years (annualized)
+12.87%
5 Years (annualized)
+1.43%
10 Years (annualized)
+6.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGQCX 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)
+7.50%
Peer Avg (YTD)
+8.51%
vs Peers
-1.01%

SGQCX Mutual Fund Performance

SGQCX performance across multiple time periods: 1-month 1.94%, YTD 7.50%, 1-year 11.63%, 3-year 12.87%, 5-year 1.43%, 10-year 6.49%.

SGQCX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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