SGQAX Mutual Fund

SGQAX Mutual Fund

NAV$46.38
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Returns Overview

1 Month
-2.98%
3 Months
-2.38%
6 Months
+10.90%
YTD
+4.84%
1 Year
+7.39%
3 Years (annualized)
+13.72%
5 Years (annualized)
+2.21%
10 Years (annualized)
+7.31%

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
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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)
+4.84%
Peer Avg (YTD)
+8.68%
vs Peers
-3.84%

SGQAX Mutual Fund Performance

SGQAX performance across multiple time periods: 1-month -2.98%, YTD 4.84%, 1-year 7.39%, 3-year 13.72%, 5-year 2.21%, 10-year 7.31%.

SGQAX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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