GERIX vs. GSIFX
Compare and contrast key facts about Goldman Sachs Emerging Markets Equity Insights Fund (GERIX) and Goldman Sachs International Equity ESG Fund Class A (GSIFX).
GERIX is managed by Goldman Sachs. It was launched on Oct 4, 2007. GSIFX is managed by Goldman Sachs. It was launched on Dec 1, 1992.
Performance
GERIX vs. GSIFX - Performance Comparison
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GERIX vs. GSIFX - 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% |
GSIFX Goldman Sachs International Equity ESG Fund Class A | -5.52% | 25.51% | 0.33% | 15.44% | -17.69% | 16.23% | 22.89% | 27.68% | -14.85% | 25.29% |
Returns By Period
In the year-to-date period, GERIX achieves a 2.51% return, which is significantly higher than GSIFX's -5.52% return. Both investments have delivered pretty close results over the past 10 years, with GERIX having a 8.51% annualized return and GSIFX not far behind at 8.34%.
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%
GSIFX
- 1D
- 0.76%
- 1M
- -11.48%
- YTD
- -5.52%
- 6M
- -2.26%
- 1Y
- 11.02%
- 3Y*
- 7.80%
- 5Y*
- 5.33%
- 10Y*
- 8.34%
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GERIX vs. GSIFX - Expense Ratio Comparison
GERIX has a 1.09% expense ratio, which is lower than GSIFX's 1.35% expense ratio.
Return for Risk
GERIX vs. GSIFX — Risk / Return Rank
GERIX
GSIFX
GERIX vs. GSIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Emerging Markets Equity Insights Fund (GERIX) and Goldman Sachs International Equity ESG Fund Class A (GSIFX). 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 | GSIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.75 | 0.60 | +1.15 |
Sortino ratioReturn per unit of downside risk | 2.27 | 0.91 | +1.36 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.12 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.25 | 0.81 | +1.44 |
Martin ratioReturn relative to average drawdown | 8.63 | 3.23 | +5.41 |
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 | GSIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.75 | 0.60 | +1.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.32 | -0.04 |
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 | 0.30 | -0.12 |
Correlation
The correlation between GERIX and GSIFX is 0.74, 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. GSIFX - Dividend Comparison
GERIX's dividend yield for the trailing twelve months is around 2.16%, less than GSIFX's 2.31% 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% |
GSIFX Goldman Sachs International Equity ESG Fund Class A | 2.31% | 2.18% | 2.30% | 1.37% | 0.82% | 6.29% | 0.00% | 1.67% | 1.45% | 1.25% | 2.79% | 1.16% |
Drawdowns
GERIX vs. GSIFX - Drawdown Comparison
The maximum GERIX drawdown since its inception was -65.24%, which is greater than GSIFX's maximum drawdown of -59.25%. Use the drawdown chart below to compare losses from any high point for GERIX and GSIFX.
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Drawdown Indicators
| GERIX | GSIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.24% | -59.25% | -5.99% |
Max Drawdown (1Y)Largest decline over 1 year | -13.26% | -12.15% | -1.11% |
Max Drawdown (5Y)Largest decline over 5 years | -37.26% | -31.94% | -5.32% |
Max Drawdown (10Y)Largest decline over 10 years | -41.58% | -35.00% | -6.58% |
Current DrawdownCurrent decline from peak | -13.26% | -11.48% | -1.78% |
Average DrawdownAverage peak-to-trough decline | -14.99% | -15.30% | +0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 3.06% | +0.40% |
Volatility
GERIX vs. GSIFX - Volatility Comparison
Goldman Sachs Emerging Markets Equity Insights Fund (GERIX) has a higher volatility of 8.76% compared to Goldman Sachs International Equity ESG Fund Class A (GSIFX) at 6.71%. This indicates that GERIX's price experiences larger fluctuations and is considered to be riskier than GSIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GERIX | GSIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.76% | 6.71% | +2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 13.91% | 11.13% | +2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.26% | 16.87% | +1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.26% | 16.71% | -0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.55% | 17.32% | +0.23% |