GQFPX vs. APFDX

Last updated Apr 1, 2026

Compare and contrast key facts about GQG Partners Global Quality Dividend Income Fund (GQFPX) and Artisan Global Discovery Fund (APFDX).

GQFPX is managed by GQG Partners Inc. It was launched on Jun 29, 2021. APFDX is managed by Artisan. It was launched on Aug 20, 2017.

Performance

GQFPX vs. APFDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GQG Partners Global Quality Dividend Income Fund (GQFPX) and Artisan Global Discovery Fund (APFDX). The values are adjusted to include any dividend payments, if applicable.

GQFPX vs. APFDX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
GQFPX GQG Partners Global Quality Dividend Income Fund	9.67%	19.29%	4.81%	15.09%	-1.13%	5.03%
APFDX Artisan Global Discovery Fund	-9.16%	12.07%	16.11%	20.66%	-31.14%	5.35%

Returns By Period

In the year-to-date period, GQFPX achieves a 9.67% return, which is significantly higher than APFDX's -9.16% return.

GQFPX

• 1D: -0.37%
• 1M: -3.16%
• YTD: 9.67%
• 6M: 10.95%
• 1Y: 18.91%
• 3Y*: 16.33%
• 5Y*: —
• 10Y*: —

APFDX

• 1D: -0.78%
• 1M: -11.68%
• YTD: -9.16%
• 6M: -7.46%
• 1Y: 5.68%
• 3Y*: 8.54%
• 5Y*: 2.67%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

GQFPX vs. APFDX - Expense Ratio Comparison

GQFPX has a 0.86% expense ratio, which is lower than APFDX's 1.38% expense ratio.

APFDX

Artisan Global Discovery Fund

GQFPX

GQG Partners Global Quality Dividend Income Fund

Return for Risk

GQFPX vs. APFDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GQFPX

GQFPX Risk / Return Rank: 82
GQFPX Sharpe Ratio Rank: 83
GQFPX Sortino Ratio Rank: 79
GQFPX Omega Ratio Rank: 81
GQFPX Calmar Ratio Rank: 80
GQFPX Martin Ratio Rank: 87

APFDX

APFDX Risk / Return Rank: 11
APFDX Sharpe Ratio Rank: 11
APFDX Sortino Ratio Rank: 11
APFDX Omega Ratio Rank: 10
APFDX Calmar Ratio Rank: 10
APFDX Martin Ratio Rank: 11

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GQFPX vs. APFDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GQG Partners Global Quality Dividend Income Fund (GQFPX) and Artisan Global Discovery Fund (APFDX). 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.

	GQFPX	APFDX	Difference
Sharpe ratio Return per unit of total volatility	1.57	0.27	+1.31
Sortino ratio Return per unit of downside risk	2.02	0.49	+1.53
Omega ratio Gain probability vs. loss probability	1.33	1.06	+0.26
Calmar ratio Return relative to maximum drawdown	1.93	0.21	+1.72
Martin ratio Return relative to average drawdown	9.22	0.82	+8.40
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

GQFPX vs. APFDX - Sharpe Ratio Comparison

The current GQFPX Sharpe Ratio is 1.57, which is higher than the APFDX Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of GQFPX and APFDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	GQFPX	APFDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.57	0.27	+1.31
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.13	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.86	0.51	+0.35

Correlation

The correlation between GQFPX and APFDX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

GQFPX vs. APFDX - Dividend Comparison

GQFPX's dividend yield for the trailing twelve months is around 4.85%, less than APFDX's 21.60% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
GQFPX GQG Partners Global Quality Dividend Income Fund	4.85%	5.32%	3.71%	3.69%	5.18%	1.38%	0.00%	0.00%	0.00%	0.00%
APFDX Artisan Global Discovery Fund	21.60%	19.63%	0.87%	0.00%	0.00%	7.91%	1.88%	0.00%	0.51%	0.62%

Drawdowns

GQFPX vs. APFDX - Drawdown Comparison

The maximum GQFPX drawdown since its inception was -16.95%, smaller than the maximum APFDX drawdown of -40.83%. Use the drawdown chart below to compare losses from any high point for GQFPX and APFDX.

Drawdown Indicators

	GQFPX	APFDX	Difference
Max Drawdown Largest peak-to-trough decline	-16.95%	-40.83%	+23.88%
Max Drawdown (1Y) Largest decline over 1 year	-9.60%	-13.18%	+3.58%
Max Drawdown (5Y) Largest decline over 5 years	—	-40.83%	—
Current Drawdown Current decline from peak	-3.16%	-13.18%	+10.02%
Average Drawdown Average peak-to-trough decline	-3.03%	-10.88%	+7.85%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.07%	3.47%	-1.40%

Volatility

GQFPX vs. APFDX - Volatility Comparison

The current volatility for GQG Partners Global Quality Dividend Income Fund (GQFPX) is 3.98%, while Artisan Global Discovery Fund (APFDX) has a volatility of 6.63%. This indicates that GQFPX experiences smaller price fluctuations and is considered to be less risky than APFDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	GQFPX	APFDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.98%	6.63%	-2.65%
Volatility (6M) Calculated over the trailing 6-month period	7.03%	11.73%	-4.70%
Volatility (1Y) Calculated over the trailing 1-year period	12.39%	18.04%	-5.65%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.89%	20.32%	-7.43%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.89%	20.43%	-7.54%