GQG Partners Emerging Markets Equity Fund Institutional Shares (GQGIX) Sharpe Ratio: 1.27

GQGIX's Sharpe Ratio of 1.27 indicates that for each unit of volatility, it generates 1.27 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 5, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

GQGIX Sharpe Ratio Rank

Concerning

GQGIX ranks above 19.7% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating weak returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

Strong returns with low total volatility → Higher rank
High volatility (both upside and downside) → Lower rank
Consistent returns → Higher rank than volatile returns of same magnitude
Sharp drawdowns increase volatility → Lower rank

What you can do with this information

Weak risk-adjusted returns relative to category peers
Evaluate whether this holding aligns with your risk-return objectives
Consider reducing exposure or re-evaluating position size
Review higher-ranked alternatives in the same category

GQGIX Sharpe Ratio Market Positioning

The chart shows GQGIX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

Red zone (bottom 25%): 1.37 or lower
Yellow zone (middle 50%): 1.37 to 2.45
Green zone (top 25%): 2.45 or higher
Top 1%: 4.60+
Median: 2.01 — half of all investments score higher

How it compares to other similar mutual funds

The table compares GQG Partners Emerging Markets Equity Fund Institutional Shares's Sharpe Ratio with other mutual funds in the Emerging Markets Equities category across multiple time periods, showing how GQGIX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 5, 2026.

Symbol	Name	1Y Sharpe Ratio
DEMAX	Nomura Emerging Markets Fund Class A	6.66
DEMCX	Nomura Emerging Markets Fund Class C	6.59
WXCIX	William Blair Emerging Markets ex China Growth Fund Class I	4.09
EMF	Templeton Emerging Markets Fund	3.89
FZAEX	Fidelity Advisor Focused Emerging Markets Fund Class Z	3.78
FIMKX	Fidelity Advisor Focused Emerging Markets Fund Class I	3.77
FAMKX	Fidelity Advisor Focused Emerging Markets Fund Class A	3.75
FTMKX	Fidelity Advisor Focused Emerging Markets Fund Class M	3.73
SEMNX	Hartford Schroders Emerging Markets Equity Fund Class I	3.71
FMCKX	Fidelity Advisor Focused Emerging Markets Fund Class C	3.68
GQGIX	GQG Partners Emerging Markets Equity Fund Institutional Shares	1.27

Benchmark Against

Benchmark

S&P 500 Index

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Historical Sharpe Ratio

The chart shows GQGIX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when GQGIX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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