GQEPX vs. EBSIX
Compare and contrast key facts about GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) and Campbell Systematic Macro Fund Class I Shares (EBSIX).
GQEPX is managed by GQG Partners Inc. It was launched on Sep 28, 2018. EBSIX is managed by Campbell & Company. It was launched on Mar 4, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GQEPX or EBSIX.
Correlation
The correlation between GQEPX and EBSIX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
GQEPX vs. EBSIX - Performance Comparison
Key characteristics
GQEPX:
0.11
EBSIX:
0.99
GQEPX:
0.25
EBSIX:
1.36
GQEPX:
1.04
EBSIX:
1.18
GQEPX:
0.10
EBSIX:
1.50
GQEPX:
0.27
EBSIX:
4.89
GQEPX:
7.47%
EBSIX:
1.98%
GQEPX:
17.76%
EBSIX:
9.76%
GQEPX:
-28.45%
EBSIX:
-30.10%
GQEPX:
-13.87%
EBSIX:
-3.50%
Returns By Period
In the year-to-date period, GQEPX achieves a -3.25% return, which is significantly lower than EBSIX's 1.74% return.
GQEPX
-3.25%
6.06%
-6.89%
0.16%
13.93%
N/A
EBSIX
1.74%
0.40%
4.95%
8.63%
9.27%
4.12%
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GQEPX vs. EBSIX - Expense Ratio Comparison
GQEPX has a 0.59% expense ratio, which is lower than EBSIX's 1.75% expense ratio.
Risk-Adjusted Performance
GQEPX vs. EBSIX — Risk-Adjusted Performance Rank
GQEPX
EBSIX
GQEPX vs. EBSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) and Campbell Systematic Macro Fund Class I Shares (EBSIX). 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.
Dividends
GQEPX vs. EBSIX - Dividend Comparison
GQEPX's dividend yield for the trailing twelve months is around 0.66%, less than EBSIX's 1.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 0.66% | 0.64% | 0.44% | 1.68% | 0.81% | 0.07% | 0.63% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% |
EBSIX Campbell Systematic Macro Fund Class I Shares | 1.54% | 1.57% | 1.81% | 2.34% | 6.61% | 0.00% | 10.31% | 14.06% | 0.00% | 0.00% | 2.09% | 6.01% |
Drawdowns
GQEPX vs. EBSIX - Drawdown Comparison
The maximum GQEPX drawdown since its inception was -28.45%, smaller than the maximum EBSIX drawdown of -30.10%. Use the drawdown chart below to compare losses from any high point for GQEPX and EBSIX. For additional features, visit the drawdowns tool.
Volatility
GQEPX vs. EBSIX - Volatility Comparison
GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) has a higher volatility of 4.99% compared to Campbell Systematic Macro Fund Class I Shares (EBSIX) at 2.09%. This indicates that GQEPX's price experiences larger fluctuations and is considered to be riskier than EBSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.