SGQCX Mutual Fund

SGQCX Mutual Fund

NAV$45.45
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Returns Overview

1 Month
+0.42%
3 Months
+13.39%
6 Months
+7.79%
YTD
+7.00%
1 Year
+11.62%
3 Years (annualized)
+12.08%
5 Years (annualized)
+2.35%
10 Years (annualized)
+6.93%

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)
+7.00%
Peer Avg (YTD)
+8.97%
vs Peers
-1.97%

SGQCX Mutual Fund Performance

SGQCX performance across multiple time periods: 1-month 0.42%, YTD 7.00%, 1-year 11.62%, 3-year 12.08%, 5-year 2.35%, 10-year 6.93%.

SGQCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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