SCGVX vs. GQFPX
SCGVX (Sands Capital Global Growth Fund) and GQFPX (GQG Partners Global Quality Dividend Income Fund) are both mutual funds - SCGVX is a Global Equities fund managed by Sands Capital, while GQFPX is a Quality Factor fund managed by GQG Partners. Over the past 5 years, SCGVX returned -1.87%/yr vs 10.72%/yr for GQFPX. Their 0.39 correlation means their historical movements had little consistent relationship. SCGVX charges 1.15%/yr vs 0.86%/yr for GQFPX.
Performance
SCGVX vs. GQFPX - Performance Comparison
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Returns By Period
In the year-to-date period, SCGVX achieves a -1.81% return, which is significantly lower than GQFPX's 11.60% return.
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%
GQFPX
- 1D
- -0.07%
- 1M
- 3.13%
- 6M
- 4.87%
- YTD
- 11.60%
- 1Y
- 18.02%
- 3Y*
- 13.78%
- 5Y*
- 10.72%
- 10Y*
- —
- ALL TIME*
- 10.59%
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. GQFPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SCGVX Sands Capital Global Growth Fund | -1.81% | 10.68% | 15.64% | 31.49% | -43.49% | -0.96% |
GQFPX GQG Partners Global Quality Dividend Income Fund | 11.60% | 19.29% | 4.81% | 15.09% | -1.13% | 5.03% |
Correlation
The correlation between SCGVX and GQFPX is -0.14, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.14 |
Correlation (3Y) Balances recent behavior with more history. | 0.27 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.39 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2021 | 0.39 |
The correlation between SCGVX and GQFPX shifts across timeframes, from -0.14 (1 year) to 0.39 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SCGVX vs. GQFPX — Risk / Return Rank
SCGVX
GQFPX
SCGVX vs. GQFPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sands Capital Global Growth Fund (SCGVX) and GQG Partners Global Quality Dividend Income Fund (GQFPX). 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 | GQFPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.91 | ||
| Sortino ratioReturn per unit of downside risk | -2.60 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.30 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.17 | 2.80 | -2.98 |
| Martin ratioReturn relative to average drawdown | -0.50 | 7.14 | -7.64 |
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Drawdowns
SCGVX vs. GQFPX - Drawdown Comparison
The maximum SCGVX drawdown since its inception was -53.96%, which is greater than GQFPX's maximum drawdown of -16.95%. Use the drawdown chart below to compare losses from any high point for SCGVX and GQFPX.
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Drawdown Indicators
| SCGVX | GQFPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.96% | -16.95% | -37.01% |
Max Drawdown (1Y)Largest decline over 1 year | -21.39% | -6.28% | -15.11% |
Max Drawdown (3Y)Largest decline over 3 years | -23.07% | -10.57% | -12.50% |
Max Drawdown (5Y)Largest decline over 5 years | -53.96% | -16.95% | -37.01% |
Max Drawdown (10Y)Largest decline over 10 years | -53.96% | — | — |
Current DrawdownCurrent decline from peak | -17.06% | -1.46% | -15.60% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -3.03% | -9.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.42% | 2.45% | +4.97% |
Volatility
SCGVX vs. GQFPX - Volatility Comparison
Sands Capital Global Growth Fund (SCGVX) has a higher volatility of 5.84% compared to GQG Partners Global Quality Dividend Income Fund (GQFPX) at 3.28%. This indicates that SCGVX's price experiences larger fluctuations and is considered to be riskier than GQFPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCGVX | GQFPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 3.28% | +2.56% |
Volatility (6M)Calculated over the trailing 6-month period | 17.10% | 8.32% | +8.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.11% | 10.18% | +9.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.90% | 12.78% | +13.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.10% | 12.81% | +10.29% |
SCGVX vs. GQFPX - Expense Ratio Comparison
SCGVX has a 1.15% expense ratio, which is higher than GQFPX's 0.86% expense ratio.
Dividends
SCGVX vs. GQFPX - Dividend Comparison
SCGVX's dividend yield for the trailing twelve months is around 47.43%, more than GQFPX's 5.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
GQFPX GQG Partners Global Quality Dividend Income Fund | 5.52% | 5.32% | 3.71% | 3.69% | 5.18% | 1.38% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Frequently Asked Questions
SCGVX and GQFPX have a correlation of -0.14, 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 GQFPX (3.28%). In terms of maximum drawdown, SCGVX dropped -53.96% vs GQFPX's -16.95%.
GQFPX currently has the higher Sharpe Ratio (1.73 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.
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