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FGIAX vs. GQRPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FGIAX vs. GQRPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen Global Infrastructure Fund Class A (FGIAX) and GQG Partners Global Quality Equity Fund (GQRPX). The values are adjusted to include any dividend payments, if applicable.

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FGIAX vs. GQRPX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
FGIAX
Nuveen Global Infrastructure Fund Class A
10.36%17.73%10.70%8.51%-6.23%14.51%-2.76%12.79%
GQRPX
GQG Partners Global Quality Equity Fund
7.78%0.67%19.98%19.56%-3.77%16.94%14.55%12.70%

Returns By Period

In the year-to-date period, FGIAX achieves a 10.36% return, which is significantly higher than GQRPX's 7.78% return.


FGIAX

1D
0.76%
1M
-2.77%
YTD
10.36%
6M
10.94%
1Y
21.22%
3Y*
14.32%
5Y*
10.46%
10Y*
8.78%

GQRPX

1D
0.05%
1M
-2.75%
YTD
7.78%
6M
7.06%
1Y
7.69%
3Y*
16.88%
5Y*
11.35%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FGIAX vs. GQRPX - Expense Ratio Comparison

FGIAX has a 1.21% expense ratio, which is higher than GQRPX's 0.97% expense ratio.


Return for Risk

FGIAX vs. GQRPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FGIAX
FGIAX Risk / Return Rank: 8787
Overall Rank
FGIAX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
FGIAX Sortino Ratio Rank: 8282
Sortino Ratio Rank
FGIAX Omega Ratio Rank: 8383
Omega Ratio Rank
FGIAX Calmar Ratio Rank: 8989
Calmar Ratio Rank
FGIAX Martin Ratio Rank: 9393
Martin Ratio Rank

GQRPX
GQRPX Risk / Return Rank: 2525
Overall Rank
GQRPX Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
GQRPX Sortino Ratio Rank: 2121
Sortino Ratio Rank
GQRPX Omega Ratio Rank: 2222
Omega Ratio Rank
GQRPX Calmar Ratio Rank: 3131
Calmar Ratio Rank
GQRPX Martin Ratio Rank: 2929
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FGIAX vs. GQRPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen Global Infrastructure Fund Class A (FGIAX) and GQG Partners Global Quality Equity Fund (GQRPX). 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.


FGIAXGQRPXDifference

Sharpe ratio

Return per unit of total volatility

1.79

0.66

+1.13

Sortino ratio

Return per unit of downside risk

2.30

0.94

+1.36

Omega ratio

Gain probability vs. loss probability

1.36

1.14

+0.22

Calmar ratio

Return relative to maximum drawdown

2.73

0.94

+1.79

Martin ratio

Return relative to average drawdown

12.62

3.32

+9.30

FGIAX vs. GQRPX - Sharpe Ratio Comparison

The current FGIAX Sharpe Ratio is 1.79, which is higher than the GQRPX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of FGIAX and GQRPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FGIAXGQRPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.79

0.66

+1.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.80

0.78

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.71

-0.29

Correlation

The correlation between FGIAX and GQRPX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

FGIAX vs. GQRPX - Dividend Comparison

FGIAX's dividend yield for the trailing twelve months is around 9.05%, more than GQRPX's 7.05% yield.


TTM20252024202320222021202020192018201720162015
FGIAX
Nuveen Global Infrastructure Fund Class A
9.05%9.99%7.46%2.27%6.11%7.20%1.38%7.06%6.32%5.83%8.23%3.05%
GQRPX
GQG Partners Global Quality Equity Fund
7.05%7.60%6.35%1.22%2.93%1.53%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FGIAX vs. GQRPX - Drawdown Comparison

The maximum FGIAX drawdown since its inception was -49.35%, which is greater than GQRPX's maximum drawdown of -28.88%. Use the drawdown chart below to compare losses from any high point for FGIAX and GQRPX.


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Drawdown Indicators


FGIAXGQRPXDifference

Max Drawdown

Largest peak-to-trough decline

-49.35%

-28.88%

-20.47%

Max Drawdown (1Y)

Largest decline over 1 year

-8.29%

-8.84%

+0.55%

Max Drawdown (5Y)

Largest decline over 5 years

-21.08%

-20.39%

-0.69%

Max Drawdown (10Y)

Largest decline over 10 years

-38.02%

Current Drawdown

Current decline from peak

-3.06%

-3.36%

+0.30%

Average Drawdown

Average peak-to-trough decline

-7.22%

-5.00%

-2.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.79%

2.56%

-0.77%

Volatility

FGIAX vs. GQRPX - Volatility Comparison

Nuveen Global Infrastructure Fund Class A (FGIAX) has a higher volatility of 4.15% compared to GQG Partners Global Quality Equity Fund (GQRPX) at 3.07%. This indicates that FGIAX's price experiences larger fluctuations and is considered to be riskier than GQRPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FGIAXGQRPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.15%

3.07%

+1.08%

Volatility (6M)

Calculated over the trailing 6-month period

7.07%

6.72%

+0.35%

Volatility (1Y)

Calculated over the trailing 1-year period

12.28%

11.88%

+0.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.08%

14.70%

-1.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.17%

17.41%

-2.24%