SGQIX Mutual Fund

NAV$48.92
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Returns Overview

1 Month
+0.50%
3 Months
+13.69%
6 Months
+8.34%
YTD
+7.52%
1 Year
+12.75%
3 Years (annualized)
+13.22%
5 Years (annualized)
+3.41%
10 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGQIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morgan Stanley Capital International MSCI All Country World ex USA Index
This Mutual Fund (YTD)
+7.52%
Peer Avg (YTD)
+8.97%
vs Peers
-1.45%

SGQIX Mutual Fund Performance

SGQIX performance across multiple time periods: 1-month 0.50%, YTD 7.52%, 1-year 12.75%, 3-year 13.22%, 5-year 3.41%, 10-year 8.10%.

SGQIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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