AQLGX vs. GQJPX

Last updated Aug 4, 2026

AQLGX (Alta Quality Growth Fund) and GQJPX (GQG Partners International Quality Dividend Income Fund) are both Quality Factor funds. Their 0.46 correlation means their historical movements had little consistent relationship. AQLGX charges 1.18%/yr vs 0.91%/yr for GQJPX.

Performance

AQLGX vs. GQJPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alta Quality Growth Fund (AQLGX) and GQG Partners International Quality Dividend Income Fund (GQJPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

AQLGX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

GQJPX

• 1D: -0.31%
• 1M: 4.98%
• 6M: 4.52%
• YTD: 10.50%
• 1Y: 20.10%
• 3Y*: 16.70%
• 5Y*: 9.67%
• 10Y*: —
• ALL TIME*: 9.44%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
GQJPX GQG Partners International Quality Dividend Income Fund	$0.00	$0.00	$0.00

AQLGX vs. GQJPX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
AQLGX Alta Quality Growth Fund	0.00%	8.35%	13.01%	30.70%	-29.35%	8.80%
GQJPX GQG Partners International Quality Dividend Income Fund	10.50%	24.88%	7.39%	18.06%	-10.50%	1.05%

Correlation

The correlation between AQLGX and GQJPX is 0.07, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.07
Correlation (3Y) Balances recent behavior with more history.	0.37
Correlation (5Y) Shows whether the relationship held over a longer period.	0.45
Correlation (All Time) Calculated using the full available price history since Jun 30, 2021	0.46

Over the past year, the correlation between AQLGX and GQJPX has dropped to 0.07 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.

Return for Risk

AQLGX vs. GQJPX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AQLGX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

GQJPX

GQJPX Risk / Return Rank: 68
GQJPX Sharpe Ratio Rank: 80
GQJPX Sortino Ratio Rank: 76
GQJPX Omega Ratio Rank: 76
GQJPX Calmar Ratio Rank: 70
GQJPX Martin Ratio Rank: 38

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AQLGX vs. GQJPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alta Quality Growth Fund (AQLGX) and GQG Partners International Quality Dividend Income Fund (GQJPX). 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.

	AQLGX	GQJPX	Difference
Sharpe ratio: Return per unit of total volatility	—	1.95	—
Sortino ratio: Return per unit of downside risk	—	2.70	—
Omega ratio: Gain probability vs. loss probability	—	1.35	—
Calmar ratio: Return relative to maximum drawdown	—	2.39	—
Martin ratio: Return relative to average drawdown	—	5.95	—

Drawdowns

Drawdown Indicators

	AQLGX	GQJPX	Difference
Max Drawdown Largest peak-to-trough decline	—	-21.83%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.56%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-9.45%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-21.83%	—
Current Drawdown Current decline from peak	—	-1.37%	—
Average Drawdown Average peak-to-trough decline	—	-5.50%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.43%	—

Volatility

Volatility by Period

	AQLGX	GQJPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.93%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.65%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	10.53%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	12.84%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	12.89%	—

AQLGX vs. GQJPX - Expense Ratio Comparison

AQLGX has a 1.18% expense ratio, which is higher than GQJPX's 0.91% expense ratio.

Dividends

AQLGX vs. GQJPX - Dividend Comparison

AQLGX's dividend yield for the trailing twelve months is around 85.67%, more than GQJPX's 3.80% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AQLGX Alta Quality Growth Fund	85.67%	85.67%	9.23%	0.11%	6.55%	1.90%	0.05%	2.83%
GQJPX GQG Partners International Quality Dividend Income Fund	3.80%	3.22%	3.35%	4.50%	5.59%	1.75%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AQLGX and GQJPX in my portfolio?

AQLGX and GQJPX have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.