SGQCX Mutual Fund

SGQCX Mutual Fund

NAV$42.99
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Returns Overview

1 Month
-1.46%
3 Months
-2.57%
6 Months
+0.65%
YTD
+2.74%
1 Year
+4.28%
3 Years (annualized)
+15.31%
5 Years (annualized)
+0.50%
10 Years (annualized)
+6.06%

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)
+2.74%
Peer Avg (YTD)
+5.14%
vs Peers
-2.40%

SGQCX Mutual Fund Performance

SGQCX performance across multiple time periods: 1-month -1.46%, YTD 2.74%, 1-year 4.28%, 3-year 15.31%, 5-year 0.50%, 10-year 6.06%.

SGQCX returns trail the peer average of 5.14% 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.