SGQAX Mutual Fund

NAV$46.60

Returns Overview

1 Month
-2.65%
3 Months
+2.87%
6 Months
+0.32%
YTD
+3.46%
1 Year
+12.46%
3 Years (annualized)
+12.92%
5 Years (annualized)
+3.13%
10 Years (annualized)
+7.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SGQAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morgan Stanley Capital International MSCI All Country World ex USA Index
This Mutual Fund (YTD)
+3.46%
Peer Avg (YTD)
+8.97%
vs Peers
-5.51%

SGQAX Mutual Fund Performance

SGQAX performance across multiple time periods: 1-month -2.65%, YTD 3.46%, 1-year 12.46%, 3-year 12.92%, 5-year 3.13%, 10-year 7.75%.

SGQAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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