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 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
GQEPX vs. EBSIX - Performance Comparison
Key characteristics
GQEPX:
0.55
EBSIX:
1.13
GQEPX:
0.81
EBSIX:
1.58
GQEPX:
1.11
EBSIX:
1.20
GQEPX:
0.83
EBSIX:
1.49
GQEPX:
2.03
EBSIX:
5.95
GQEPX:
4.74%
EBSIX:
1.77%
GQEPX:
17.48%
EBSIX:
9.36%
GQEPX:
-28.45%
EBSIX:
-30.10%
GQEPX:
-6.29%
EBSIX:
-1.76%
Returns By Period
In the year-to-date period, GQEPX achieves a 5.26% return, which is significantly higher than EBSIX's 3.07% return.
GQEPX
5.26%
0.30%
2.75%
9.27%
17.34%
N/A
EBSIX
3.07%
1.21%
6.11%
10.17%
9.37%
3.90%
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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 0.61%, less than EBSIX's 1.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 0.61% | 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 | 1.52% | 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 4.21% compared to Campbell Systematic Macro Fund Class I Shares (EBSIX) at 2.70%. 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.