GQEPX vs. EFCNX
Compare and contrast key facts about GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) and Emerald Insights Fund (EFCNX).
GQEPX is managed by GQG Partners Inc. It was launched on Sep 28, 2018. EFCNX is managed by Emerald. It was launched on Aug 1, 2014.
Performance
GQEPX vs. EFCNX - Performance Comparison
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GQEPX vs. EFCNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 9.54% | -4.52% | 28.99% | 17.39% | -2.81% | 19.90% | 23.65% | 27.21% | -7.67% |
EFCNX Emerald Insights Fund | 0.00% | 28.71% | 25.88% | 40.82% | -31.09% | 22.95% | 49.60% | 36.32% | -20.42% |
Returns By Period
GQEPX
- 1D
- -0.23%
- 1M
- -1.88%
- YTD
- 9.54%
- 6M
- 8.01%
- 1Y
- 5.34%
- 3Y*
- 17.73%
- 5Y*
- 12.35%
- 10Y*
- —
EFCNX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 45.34%
- 3Y*
- 25.53%
- 5Y*
- 11.21%
- 10Y*
- 16.72%
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GQEPX vs. EFCNX - Expense Ratio Comparison
GQEPX has a 0.59% expense ratio, which is lower than EFCNX's 1.40% expense ratio.
Return for Risk
GQEPX vs. EFCNX — Risk / Return Rank
GQEPX
EFCNX
GQEPX vs. EFCNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) and Emerald Insights Fund (EFCNX). 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.
| GQEPX | EFCNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 2.43 | -2.00 |
Sortino ratioReturn per unit of downside risk | 0.66 | 3.41 | -2.75 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.84 | -0.75 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 0.87 | -0.12 |
Martin ratioReturn relative to average drawdown | 1.86 | 3.10 | -1.24 |
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
| GQEPX | EFCNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 2.43 | -2.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.50 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.63 | +0.12 |
Correlation
The correlation between GQEPX and EFCNX is 0.73, 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
GQEPX vs. EFCNX - Dividend Comparison
GQEPX's dividend yield for the trailing twelve months is around 6.37%, less than EFCNX's 8.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 6.37% | 6.98% | 5.30% | 0.44% | 4.46% | 1.49% | 0.61% | 0.63% | 0.09% |
EFCNX Emerald Insights Fund | 8.50% | 8.50% | 1.27% | 0.00% | 5.41% | 15.80% | 9.41% | 0.04% | 27.51% |
Drawdowns
GQEPX vs. EFCNX - Drawdown Comparison
The maximum GQEPX drawdown since its inception was -28.45%, smaller than the maximum EFCNX drawdown of -38.34%. Use the drawdown chart below to compare losses from any high point for GQEPX and EFCNX.
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Drawdown Indicators
| GQEPX | EFCNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.45% | -38.34% | +9.89% |
Max Drawdown (1Y)Largest decline over 1 year | -8.34% | -14.32% | +5.98% |
Max Drawdown (5Y)Largest decline over 5 years | -20.49% | -38.34% | +17.85% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.34% | — |
Current DrawdownCurrent decline from peak | -6.50% | 0.00% | -6.50% |
Average DrawdownAverage peak-to-trough decline | -5.75% | -8.74% | +2.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 7.45% | -3.96% |
Volatility
GQEPX vs. EFCNX - Volatility Comparison
GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) has a higher volatility of 2.77% compared to Emerald Insights Fund (EFCNX) at 0.00%. This indicates that GQEPX's price experiences larger fluctuations and is considered to be riskier than EFCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GQEPX | EFCNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.77% | 0.00% | +2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 7.29% | 5.20% | +2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.41% | 22.14% | -9.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.87% | 23.15% | -7.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.85% | 22.85% | -4.00% |