AOTIX vs. GSIYX
AOTIX (Virtus Emerging Markets Opportunities Fund) and GSIYX (Goldman Sachs GQG Partners International Opportunities Fund Class R6) are both mutual funds - AOTIX is a Emerging Markets Equities fund managed by Allianz, while GSIYX is a Foreign Large Cap Equities fund tracking the MSCI AC World ex USA Growth (Net). Over the past 5 years, AOTIX returned 7.99%/yr vs 9.23%/yr for GSIYX. Their 0.65 correlation means they have sometimes moved together and sometimes differently. AOTIX charges 0.94%/yr vs 0.75%/yr for GSIYX.
Performance
AOTIX vs. GSIYX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AOTIX achieves a 24.14% return, which is significantly higher than GSIYX's 8.15% return.
AOTIX
- 1D
- 4.06%
- 1M
- -3.61%
- 6M
- 11.12%
- YTD
- 24.14%
- 1Y
- 46.83%
- 3Y*
- 19.94%
- 5Y*
- 7.99%
- 10Y*
- 9.36%
- ALL TIME*
- 9.36%
GSIYX
- 1D
- 0.62%
- 1M
- 2.02%
- 6M
- 4.43%
- YTD
- 8.15%
- 1Y
- 15.65%
- 3Y*
- 15.48%
- 5Y*
- 9.23%
- 10Y*
- —
- ALL TIME*
- 12.79%
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 |
AOTIX vs. GSIYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOTIX Virtus Emerging Markets Opportunities Fund | 24.14% | 29.73% | 5.44% | 17.83% | -22.10% | -0.26% | 20.78% | 17.66% | -16.62% | 38.37% |
GSIYX Goldman Sachs GQG Partners International Opportunities Fund Class R6 | 8.15% | 20.89% | 9.69% | 22.07% | -10.99% | 12.47% | 15.86% | 27.59% | -6.02% | 29.91% |
Correlation
The correlation between AOTIX and GSIYX is 0.15, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.15 |
Correlation (3Y) Balances recent behavior with more history. | 0.41 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.55 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.65 |
Over the past year, the correlation between AOTIX and GSIYX has dropped to 0.15 - well below their long-term average of 0.65, 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
AOTIX vs. GSIYX — Risk / Return Rank
AOTIX
GSIYX
AOTIX vs. GSIYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Emerging Markets Opportunities Fund (AOTIX) and Goldman Sachs GQG Partners International Opportunities Fund Class R6 (GSIYX). 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.
| AOTIX | GSIYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | +0.33 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.29 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.17 | 2.01 | +1.16 |
| Martin ratioReturn relative to average drawdown | 9.98 | 5.51 | +4.48 |
Loading charts...
Drawdowns
AOTIX vs. GSIYX - Drawdown Comparison
The maximum AOTIX drawdown since its inception was -68.42%, which is greater than GSIYX's maximum drawdown of -28.79%. Use the drawdown chart below to compare losses from any high point for AOTIX and GSIYX.
Loading charts...
Drawdown Indicators
| AOTIX | GSIYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.42% | -28.79% | -39.63% |
Max Drawdown (1Y)Largest decline over 1 year | -13.92% | -7.81% | -6.11% |
Max Drawdown (3Y)Largest decline over 3 years | -17.76% | -10.30% | -7.46% |
Max Drawdown (5Y)Largest decline over 5 years | -34.86% | -25.36% | -9.50% |
Max Drawdown (10Y)Largest decline over 10 years | -38.05% | — | — |
Current DrawdownCurrent decline from peak | -10.43% | -2.17% | -8.26% |
Average DrawdownAverage peak-to-trough decline | -18.57% | -4.80% | -13.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 2.85% | +1.57% |
Volatility
AOTIX vs. GSIYX - Volatility Comparison
Virtus Emerging Markets Opportunities Fund (AOTIX) has a higher volatility of 8.80% compared to Goldman Sachs GQG Partners International Opportunities Fund Class R6 (GSIYX) at 2.75%. This indicates that AOTIX's price experiences larger fluctuations and is considered to be riskier than GSIYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AOTIX | GSIYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.80% | 2.75% | +6.05% |
Volatility (6M)Calculated over the trailing 6-month period | 20.11% | 8.20% | +11.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.33% | 9.88% | +12.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.33% | 14.27% | +3.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.84% | 15.62% | +2.22% |
AOTIX vs. GSIYX - Expense Ratio Comparison
AOTIX has a 0.94% expense ratio, which is higher than GSIYX's 0.75% expense ratio.
Dividends
AOTIX vs. GSIYX - Dividend Comparison
AOTIX's dividend yield for the trailing twelve months is around 2.68%, less than GSIYX's 4.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOTIX Virtus Emerging Markets Opportunities Fund | 2.68% | 3.33% | 6.13% | 3.48% | 3.15% | 1.94% | 1.40% | 2.37% | 2.81% | 1.60% | 1.91% | 1.10% |
GSIYX Goldman Sachs GQG Partners International Opportunities Fund Class R6 | 4.76% | 5.14% | 11.21% | 2.38% | 4.91% | 2.25% | 0.19% | 0.67% | 0.55% | 0.16% | 0.00% | 0.00% |
Frequently Asked Questions
AOTIX and GSIYX have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AOTIX has higher volatility (8.80%) compared to GSIYX (2.75%). In terms of maximum drawdown, AOTIX dropped -68.42% vs GSIYX's -28.79%.
AOTIX currently has the higher Sharpe Ratio (1.98 vs 1.60), 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 AOTIX and GSIYX
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