SGQCX Mutual Fund

SGQCX Mutual Fund

NAV$45.35
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Returns Overview

1 Month
-1.45%
3 Months
+3.31%
6 Months
+3.99%
YTD
+5.45%
1 Year
+12.70%
3 Years (annualized)
+10.70%
5 Years (annualized)
+1.83%
10 Years (annualized)
+6.27%

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
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
Morgan Stanley Capital International MSCI All Country World ex USA Index
This Mutual Fund (YTD)
+5.45%
Peer Avg (YTD)
+6.23%
vs Peers
-0.78%

SGQCX Mutual Fund Performance

SGQCX performance across multiple time periods: 1-month -1.45%, YTD 5.45%, 1-year 12.70%, 3-year 10.70%, 5-year 1.83%, 10-year 6.27%.

SGQCX returns trail the peer average of 6.23% 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.