SCGVX vs. GLIFX
SCGVX (Sands Capital Global Growth Fund) and GLIFX (Lazard Global Listed Infrastructure Portfolio Institutional Shares) are both mutual funds - SCGVX is a Global Equities fund managed by Sands Capital, while GLIFX is a Infrastructure Equities fund managed by Lazard. Over the past 10 years, SCGVX returned 9.66%/yr vs 9.92%/yr for GLIFX. Their 0.47 correlation means their historical movements had little consistent relationship. SCGVX charges 1.15%/yr vs 0.97%/yr for GLIFX.
Performance
SCGVX vs. GLIFX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SCGVX achieves a -1.81% return, which is significantly lower than GLIFX's 7.74% return. Both investments have delivered pretty close results over the past 10 years, with SCGVX having a 9.66% annualized return and GLIFX not far ahead at 9.92%.
SCGVX
- 1D
- 2.31%
- 1M
- -4.19%
- 6M
- 1.92%
- YTD
- -1.81%
- 1Y
- -1.27%
- 3Y*
- 9.36%
- 5Y*
- -1.87%
- 10Y*
- 9.66%
- ALL TIME*
- 9.38%
GLIFX
- 1D
- -0.36%
- 1M
- -1.08%
- 6M
- 3.91%
- YTD
- 7.74%
- 1Y
- 14.55%
- 3Y*
- 13.40%
- 5Y*
- 10.83%
- 10Y*
- 9.92%
- ALL TIME*
- 10.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SCGVX vs. GLIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCGVX Sands Capital Global Growth Fund | -1.81% | 10.68% | 15.64% | 31.49% | -43.49% | 9.56% | 49.33% | 29.89% | -2.97% | 38.38% |
GLIFX Lazard Global Listed Infrastructure Portfolio Institutional Shares | 7.74% | 23.85% | 6.71% | 10.89% | -1.33% | 19.91% | -4.51% | 22.27% | -3.82% | 20.77% |
Correlation
The correlation between SCGVX and GLIFX is 0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.02 |
Correlation (3Y) Balances recent behavior with more history. | 0.16 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.30 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.35 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2011 | 0.47 |
Over the past year, the correlation between SCGVX and GLIFX has dropped to 0.02 - well below their long-term average of 0.47, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SCGVX vs. GLIFX — Risk / Return Rank
SCGVX
GLIFX
SCGVX vs. GLIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sands Capital Global Growth Fund (SCGVX) and Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SCGVX | GLIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.50 | ||
| Sortino ratioReturn per unit of downside risk | -1.93 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.24 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.17 | 1.58 | -1.76 |
| Martin ratioReturn relative to average drawdown | -0.50 | 4.31 | -4.82 |
Loading charts...
Drawdowns
SCGVX vs. GLIFX - Drawdown Comparison
The maximum SCGVX drawdown since its inception was -53.96%, which is greater than GLIFX's maximum drawdown of -29.65%. Use the drawdown chart below to compare losses from any high point for SCGVX and GLIFX.
Loading charts...
Drawdown Indicators
| SCGVX | GLIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.96% | -29.65% | -24.31% |
Max Drawdown (1Y)Largest decline over 1 year | -21.39% | -9.00% | -12.39% |
Max Drawdown (3Y)Largest decline over 3 years | -23.07% | -9.00% | -14.07% |
Max Drawdown (5Y)Largest decline over 5 years | -53.96% | -17.15% | -36.81% |
Max Drawdown (10Y)Largest decline over 10 years | -53.96% | -29.65% | -24.31% |
Current DrawdownCurrent decline from peak | -17.06% | -5.43% | -11.63% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -3.37% | -8.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.42% | 3.29% | +4.13% |
Volatility
SCGVX vs. GLIFX - Volatility Comparison
Sands Capital Global Growth Fund (SCGVX) has a higher volatility of 5.84% compared to Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) at 2.85%. This indicates that SCGVX's price experiences larger fluctuations and is considered to be riskier than GLIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SCGVX | GLIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 2.85% | +2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 17.10% | 9.47% | +7.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.11% | 10.85% | +9.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.90% | 11.00% | +14.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.10% | 13.18% | +9.92% |
SCGVX vs. GLIFX - Expense Ratio Comparison
SCGVX has a 1.15% expense ratio, which is higher than GLIFX's 0.97% expense ratio.
Dividends
SCGVX vs. GLIFX - Dividend Comparison
SCGVX's dividend yield for the trailing twelve months is around 47.43%, more than GLIFX's 7.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLIFX Lazard Global Listed Infrastructure Portfolio Institutional Shares | 7.29% | 6.22% | 4.26% | 2.95% | 14.81% | 6.21% | 2.59% | 4.44% | 14.29% | 6.94% | 1.91% | 11.33% |
SCGVX Sands Capital Global Growth Fund | 47.43% | 46.57% | 9.14% | 0.00% | 0.00% | 13.05% | 3.34% | 5.97% | 9.05% | 0.23% | 0.00% | 0.00% |
Frequently Asked Questions
SCGVX and GLIFX have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCGVX has higher volatility (5.84%) compared to GLIFX (2.85%). In terms of maximum drawdown, SCGVX dropped -53.96% vs GLIFX's -29.65%.
GLIFX currently has the higher Sharpe Ratio (1.31 vs -0.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for SCGVX and GLIFX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer