SGQIX Mutual Fund

SGQIX Mutual Fund

NAV$46.54
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Returns Overview

1 Month
+2.03%
3 Months
+1.16%
6 Months
+4.00%
YTD
+8.23%
1 Year
+12.79%
3 Years (annualized)
+14.01%
5 Years (annualized)
+1.74%
10 Years (annualized)
+7.23%

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
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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)
+8.23%
Peer Avg (YTD)
+8.51%
vs Peers
-0.28%

SGQIX Mutual Fund Performance

SGQIX performance across multiple time periods: 1-month 2.03%, YTD 8.23%, 1-year 12.79%, 3-year 14.01%, 5-year 1.74%, 10-year 7.23%.

SGQIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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