Back to top
Sands Capital Global Growth Fund Institutional Cl: (MF: SCMGX)
(NASDAQ Mutual Funds) As of Jul 11, 2024 08:00 PM ET
$30.88 USD
-0.34 (-1.09%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.47 | 52 |
| 3 months | -3.60 | 93 |
| 6 months | 7.47 | 52 |
| 1 Year | 16.01 | 44 |
| 3 Year | -7.04 | 95 |
| 5 Year | 6.94 | 72 |
| 10 Year | 8.98 | 23 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 16.01 |
| 5 Year | 6.93 |
| 10 Year | 8.98 |
| Since Inception | 10.73 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.48 | -3.60 | NA | NA |
| 2023 | 16.81 | 4.53 | -10.04 | 20.00 |
| 2022 | -18.88 | -32.24 | -3.44 | 6.53 |
| 2021 | -1.09 | 10.56 | 2.94 | -2.55 |
| 2020 | -14.13 | 35.24 | 13.15 | 13.81 |
| 2019 | 16.00 | 5.40 | -5.01 | 12.06 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.47 | 31.81 | -43.46 | 9.68 | 49.56 | 30.14 | -2.73 | 38.70 | 0.45 | 0.62 | 4.79 |
| % Total Return Rel to Index | -4.57 | 7.40 | -24.36 | -8.47 | 35.49 | 4.94 | 7.68 | 18.58 | -4.88 | 3.38 | 1.86 |
| % Total Return Rel to Peer | -0.53 | 13.17 | -23.89 | -6.52 | 32.89 | 5.40 | 7.29 | 16.47 | -5.12 | 2.89 | 2.90 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 | 0.10 | 0.00 | 0.00 | 0.08 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.06 | 0.38 | 0.00 | 0.00 | 0.46 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 4.85 | 1.28 | 1.58 | 1.96 | 0.00 | 0.00 | 0.00 | 0.26 |
| Expense Ratio | 0.00 | 0.97 | 0.95 | 0.95 | 0.96 | 0.97 | 0.97 | 0.98 | 0.99 | 1.03 | 1.10 |
* 1 = Top 20%, 5 = Bottom 20%