6 Meridian Quality Growth ETF (SXQG) Performance
SXQG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +2.1% since Dec 31, 2025
- 1 year
- +0.0% total return
- 5 years
- +4.7% a year
- Since first price
- +6.8% a year since 2021
SXQG trailing returns vs SPY, QQQ, AGG
| Period | SXQG total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.1% | −0.1% | −1.0% | −5.0% | +0.9% |
| 3 months | +8.0% | +8.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.9% | +6.9% | +7.8% | +8.4% | −1.5% |
| YTD | +2.1% | +2.1% | +12.3% | +15.1% | −1.0% |
| 1 year | +0.0% | +0.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +44.4%+13.0%/yr | +44.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +25.7%+4.7%/yr | +25.4% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionMay 12, 2021 | +42.9%+6.8%/yr | +42.5% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: SXQG vs SPY
From May 12, 2021: SXQG grew to $14,292, SPY to $20,173.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SXQG returns by calendar year
3 of 4 full years positive. Best 2023 (+28.3%), worst 2022 (−23.9%). 2026 is year to date.
SXQG annual returns table
| Year | SXQG | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +2.1% | −12.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +4.4% | −18.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +18.8% | −9.2% | +24.9% | +25.6% | +1.3% |
| 2023 | +28.3% | −8.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −23.9% | −31.1% | −18.2% | −32.6% | −13.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
SXQG largest drawdowns
Now 2.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 16, 2021 | −34.0% | Jun 16, 2022 | Feb 9, 2024 | 7 months | 2.2 years |
| Dec 6, 2024 | −19.5% | Apr 8, 2025 | Aug 22, 2025 | 4 months | 9 months |
| Oct 27, 2025 | −14.0% | Mar 27, 2026 | Oct 5, 2026 | 5 months | 11 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SXQG risk statistics
| Statistic | 3 years | 5 years | Since 2021 |
|---|---|---|---|
| Annualized return | +12.6% | +6.1% | +6.1% |
| Volatility (annualized) | 13.1% | 16.7% | 16.6% |
| Sharpe ratio | 0.64 | 0.23 | 0.24 |
| Sortino ratio | 1.07 | 0.33 | 0.35 |
| Best month | +9.1% | +10.3% | +10.3% |
| Worst month | −6.6% | −10.9% | −10.9% |
| Best 12 months | +32.0% | +33.2% | +33.2% |
| Worst 12 months | −3.0% | −25.0% | −25.0% |
| Positive months | 56% | 55% | 56% |
| Beta vs S&P 500 | 0.93 | 0.99 | — |
| Correlation with S&P 500 | 0.88 | 0.92 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
SXQG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 54 | −25.0% | +9.1% | +33.2% | 74% |
| 3-year (a year) | 30 | +4.0% | +11.6% | +21.2% | 100% |
| 5-year (a year) | 6 | +4.3% | +4.6% | +6.1% | 100% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
SXQG performance overview
6 Meridian Quality Growth ETF (SXQG) returned +0.0% over the past year and +4.7% a year over five years, with distributions reinvested. Since its first recorded price in 2021 it has returned +6.8% a year, turning $10,000 into about $14,292. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −34.0%, from Nov 16, 2021 to Jun 16, 2022, and it took 1.7 years to get back to the old high. SXQG finished 3 of its 4 full calendar years with a gain; the best year was 2023 (+28.3%) and the worst 2022 (−23.9%). Volatility has been 16.6% a year.
Related: SXQG chart, SXQG holdings, SXQG valuation. See the SXQG overview for the latest quote and fund facts.
SXQG performance FAQ
What is the SXQG return over the past year?
SXQG returned +0.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 0.0%.
What is the average annual return of SXQG?
SXQG has returned +4.7% a year over 5 years, +6.8% a year since May 12, 2021 (total return, distributions reinvested).
How much would $10,000 invested in SXQG be worth?
$10,000 invested in SXQG at its first recorded close on May 12, 2021 would be worth about $14,292 on October 23, 2026 with distributions reinvested.
What was the worst year for SXQG?
The worst calendar year was 2022, with a total return of −23.9%. The best was 2023 at +28.3%.
What is the biggest drawdown of SXQG?
The largest peak-to-trough decline was −34.0% between November 16, 2021 and June 16, 2022. It recovered to the old high on February 9, 2024, 1.7 years after the bottom.
How volatile is SXQG?
Over the past 3 years SXQG had an annualized volatility of 13.1% and a Sharpe ratio of 0.64 (excess return over 1–3 month T-bills per unit of risk).