Sands Capital Global Growth Fund (SCGVX)
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests primarily in equity securities of publicly-traded companies located anywhere in the world, including equity securities in developed and emerging markets. Under normal market conditions, the Advisor expects to invest in at least three countries, including the United States, and invest at least 40% of its net assets, plus the amount of any borrowings for investment purposes, in non-U.S. companies.
Fund Info
US00769G4029
00769G402
Mar 30, 2010
$100,000
Large-Cap
Growth
Expense Ratio
SCGVX has a high expense ratio of 1.15%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Sands Capital Global Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Sands Capital Global Growth Fund had a return of 10.04% year-to-date (YTD) and 10.23% in the last 12 months. Over the past 10 years, Sands Capital Global Growth Fund had an annualized return of 5.85%, while the S&P 500 had an annualized return of 11.31%, indicating that Sands Capital Global Growth Fund did not perform as well as the benchmark.
SCGVX
10.04%
7.15%
7.58%
10.23%
3.01%
5.85%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of SCGVX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.94% | 10.04% | |||||||||||
| 2024 | 0.94% | 7.17% | 3.01% | -6.66% | 0.97% | 2.20% | -4.04% | 3.76% | 2.27% | -1.56% | 9.65% | -10.24% | 5.90% |
| 2023 | 13.61% | -3.10% | 6.05% | -2.40% | 3.42% | 3.51% | 3.59% | -5.91% | -7.76% | -4.43% | 16.11% | 8.05% | 31.49% |
| 2022 | -14.35% | -3.83% | -1.53% | -17.67% | -6.08% | -12.34% | 14.28% | -4.58% | -11.48% | 6.84% | 5.83% | -5.82% | -43.49% |
| 2021 | -0.34% | 2.22% | -2.94% | 5.00% | -0.85% | 6.14% | 2.88% | 5.00% | -4.76% | 6.00% | -5.72% | -13.81% | -3.18% |
| 2020 | 0.19% | -4.80% | -9.98% | 15.46% | 10.81% | 5.65% | 4.28% | 7.46% | 0.93% | -1.89% | 9.99% | 2.02% | 44.49% |
| 2019 | 9.59% | 3.12% | 2.62% | 3.94% | -5.01% | 6.68% | 0.38% | -3.35% | -2.14% | 4.21% | 4.46% | -2.92% | 22.56% |
| 2018 | 9.26% | -2.17% | -1.30% | 0.04% | 3.22% | -0.23% | 1.66% | 1.89% | -1.78% | -11.67% | 5.50% | -13.72% | -11.10% |
| 2017 | 5.60% | 3.37% | 3.06% | 4.73% | 3.98% | 0.74% | 5.13% | 1.48% | 0.21% | 2.19% | 1.34% | 1.26% | 38.38% |
| 2016 | -8.39% | -2.60% | 6.73% | 0.95% | 2.65% | -1.61% | 8.63% | 1.72% | 2.01% | -4.45% | -2.87% | -1.39% | 0.17% |
| 2015 | -0.91% | 4.76% | -0.82% | 0.06% | 0.66% | -0.05% | 0.33% | -7.93% | -4.69% | 10.29% | 1.47% | -1.67% | 0.40% |
| 2014 | -3.80% | 8.08% | -2.75% | -4.45% | 3.39% | 3.34% | 0.06% | 3.11% | -3.13% | 2.49% | 0.17% | -2.77% | 2.97% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCGVX is 18, meaning it’s performing worse than 82% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Sands Capital Global Growth Fund (SCGVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Sands Capital Global Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.06 | $0.00 | $0.00 | $0.04 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.23% | 0.00% | 0.00% | 0.22% |
Monthly Dividends
The table displays the monthly dividend distributions for Sands Capital Global Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $0.04 | $0.04 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Sands Capital Global Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Sands Capital Global Growth Fund was 59.32%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current Sands Capital Global Growth Fund drawdown is 32.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.32% | Nov 17, 2021 | 229 | Oct 14, 2022 | — | — | — |
| -28.51% | Feb 20, 2020 | 20 | Mar 18, 2020 | 44 | May 20, 2020 | 64 |
| -27.59% | Jul 26, 2018 | 105 | Dec 24, 2018 | 247 | Dec 17, 2019 | 352 |
| -22.7% | Jul 21, 2015 | 143 | Feb 11, 2016 | 127 | Aug 12, 2016 | 270 |
| -19.92% | Jul 8, 2011 | 61 | Oct 3, 2011 | 94 | Feb 16, 2012 | 155 |
Volatility
Volatility Chart
The current Sands Capital Global Growth Fund volatility is 4.94%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.