Correlation
The correlation between GERIX and NSBRX is 0.72, 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.
GERIX vs. NSBRX
Compare and contrast key facts about Goldman Sachs Emerging Markets Equity Insights Fund (GERIX) and Nuveen Dividend Growth Fund (NSBRX).
GERIX is managed by Goldman Sachs. It was launched on Oct 4, 2007. NSBRX is managed by Nuveen. It was launched on Mar 28, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GERIX or NSBRX.
Performance
GERIX vs. NSBRX - Performance Comparison
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Key characteristics
GERIX:
0.46
NSBRX:
0.92
GERIX:
0.59
NSBRX:
1.29
GERIX:
1.08
NSBRX:
1.19
GERIX:
0.26
NSBRX:
0.91
GERIX:
1.04
NSBRX:
3.75
GERIX:
5.67%
NSBRX:
3.60%
GERIX:
17.45%
NSBRX:
15.83%
GERIX:
-68.90%
NSBRX:
-45.14%
GERIX:
-8.02%
NSBRX:
-2.31%
Returns By Period
In the year-to-date period, GERIX achieves a 8.24% return, which is significantly higher than NSBRX's 1.56% return. Over the past 10 years, GERIX has underperformed NSBRX with an annualized return of 4.45%, while NSBRX has yielded a comparatively higher 10.80% annualized return.
GERIX
8.24%
4.60%
7.73%
8.85%
4.33%
8.48%
4.45%
NSBRX
1.56%
3.69%
-1.75%
13.07%
10.75%
13.08%
10.80%
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GERIX vs. NSBRX - Expense Ratio Comparison
GERIX has a 1.09% expense ratio, which is higher than NSBRX's 0.67% expense ratio.
Risk-Adjusted Performance
GERIX vs. NSBRX — Risk-Adjusted Performance Rank
GERIX
NSBRX
GERIX vs. NSBRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Emerging Markets Equity Insights Fund (GERIX) and Nuveen Dividend Growth Fund (NSBRX). 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.
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Dividends
GERIX vs. NSBRX - Dividend Comparison
GERIX's dividend yield for the trailing twelve months is around 1.28%, less than NSBRX's 6.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GERIX Goldman Sachs Emerging Markets Equity Insights Fund | 1.28% | 1.38% | 3.91% | 2.64% | 21.39% | 1.14% | 1.97% | 2.25% | 5.38% | 1.33% | 1.34% | 2.78% |
NSBRX Nuveen Dividend Growth Fund | 6.75% | 6.82% | 3.01% | 3.58% | 3.67% | 4.68% | 8.72% | 7.32% | 4.57% | 1.75% | 6.24% | 4.65% |
Drawdowns
GERIX vs. NSBRX - Drawdown Comparison
The maximum GERIX drawdown since its inception was -68.90%, which is greater than NSBRX's maximum drawdown of -45.14%. Use the drawdown chart below to compare losses from any high point for GERIX and NSBRX.
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Volatility
GERIX vs. NSBRX - Volatility Comparison
The current volatility for Goldman Sachs Emerging Markets Equity Insights Fund (GERIX) is 2.98%, while Nuveen Dividend Growth Fund (NSBRX) has a volatility of 3.98%. This indicates that GERIX experiences smaller price fluctuations and is considered to be less risky than NSBRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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