GERIX vs. CEMVX
Compare and contrast key facts about Goldman Sachs Emerging Markets Equity Insights Fund (GERIX) and Causeway Emerging Markets Investor (CEMVX).
GERIX is managed by Goldman Sachs. It was launched on Oct 4, 2007. CEMVX is managed by Causeway. It was launched on Mar 30, 2007.
Performance
GERIX vs. CEMVX - Performance Comparison
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GERIX vs. CEMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GERIX Goldman Sachs Emerging Markets Equity Insights Fund | 2.51% | 32.58% | 7.76% | 12.90% | -21.20% | 1.15% | 20.65% | 13.69% | -16.12% | 39.32% |
CEMVX Causeway Emerging Markets Investor | 1.84% | 35.92% | 14.62% | 16.83% | -23.20% | -1.10% | 16.73% | 16.39% | -18.06% | 39.48% |
Returns By Period
In the year-to-date period, GERIX achieves a 2.51% return, which is significantly higher than CEMVX's 1.84% return. Both investments have delivered pretty close results over the past 10 years, with GERIX having a 8.51% annualized return and CEMVX not far ahead at 8.72%.
GERIX
- 1D
- -0.95%
- 1M
- -12.26%
- YTD
- 2.51%
- 6M
- 6.40%
- 1Y
- 32.08%
- 3Y*
- 16.86%
- 5Y*
- 4.50%
- 10Y*
- 8.51%
CEMVX
- 1D
- -2.67%
- 1M
- -12.77%
- YTD
- 1.84%
- 6M
- 8.11%
- 1Y
- 37.54%
- 3Y*
- 20.89%
- 5Y*
- 6.07%
- 10Y*
- 8.72%
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GERIX vs. CEMVX - Expense Ratio Comparison
GERIX has a 1.09% expense ratio, which is lower than CEMVX's 1.36% expense ratio.
Return for Risk
GERIX vs. CEMVX — Risk / Return Rank
GERIX
CEMVX
GERIX vs. CEMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Emerging Markets Equity Insights Fund (GERIX) and Causeway Emerging Markets Investor (CEMVX). 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.
| GERIX | CEMVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.75 | 1.87 | -0.12 |
Sortino ratioReturn per unit of downside risk | 2.27 | 2.40 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.35 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.25 | 2.52 | -0.26 |
Martin ratioReturn relative to average drawdown | 8.63 | 9.61 | -0.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GERIX | CEMVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.75 | 1.87 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.36 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.48 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.26 | -0.08 |
Correlation
The correlation between GERIX and CEMVX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
GERIX vs. CEMVX - Dividend Comparison
GERIX's dividend yield for the trailing twelve months is around 2.16%, less than CEMVX's 2.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GERIX Goldman Sachs Emerging Markets Equity Insights Fund | 2.16% | 2.22% | 1.38% | 3.91% | 2.64% | 21.39% | 1.14% | 1.97% | 2.25% | 5.38% | 1.33% | 1.34% |
CEMVX Causeway Emerging Markets Investor | 2.22% | 2.26% | 3.45% | 4.55% | 4.40% | 22.65% | 1.18% | 1.79% | 1.54% | 1.36% | 1.30% | 1.48% |
Drawdowns
GERIX vs. CEMVX - Drawdown Comparison
The maximum GERIX drawdown since its inception was -65.24%, smaller than the maximum CEMVX drawdown of -69.02%. Use the drawdown chart below to compare losses from any high point for GERIX and CEMVX.
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Drawdown Indicators
| GERIX | CEMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.24% | -69.02% | +3.78% |
Max Drawdown (1Y)Largest decline over 1 year | -13.26% | -13.68% | +0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -37.26% | -36.87% | -0.39% |
Max Drawdown (10Y)Largest decline over 10 years | -41.58% | -39.88% | -1.70% |
Current DrawdownCurrent decline from peak | -13.26% | -13.68% | +0.42% |
Average DrawdownAverage peak-to-trough decline | -14.99% | -16.15% | +1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 3.59% | -0.13% |
Volatility
GERIX vs. CEMVX - Volatility Comparison
The current volatility for Goldman Sachs Emerging Markets Equity Insights Fund (GERIX) is 8.76%, while Causeway Emerging Markets Investor (CEMVX) has a volatility of 9.51%. This indicates that GERIX experiences smaller price fluctuations and is considered to be less risky than CEMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GERIX | CEMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.76% | 9.51% | -0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 13.91% | 14.91% | -1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.26% | 19.56% | -1.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.26% | 17.09% | -0.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.55% | 18.10% | -0.55% |