GQHPX vs. LSGR

In the year-to-date period, GQHPX achieves a 6.58% return, which is significantly higher than LSGR's 0.86% return.

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GQHPX has a 0.57% expense ratio, which is lower than LSGR's 0.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for GQG Partners US Quality Dividend Income Fund (GQHPX) and Natixis Loomis Sayles Focused Growth ETF (LSGR). 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.

The current GQHPX Sharpe Ratio is 0.76, which is comparable to the LSGR Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of GQHPX and LSGR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GQHPX's dividend yield for the trailing twelve months is around 3.15%, more than LSGR's 0.13% yield.

The maximum GQHPX drawdown since its inception was -17.26%, smaller than the maximum LSGR drawdown of -22.92%. Use the drawdown chart below to compare losses from any high point for GQHPX and LSGR.

The current volatility for GQG Partners US Quality Dividend Income Fund (GQHPX) is 3.80%, while Natixis Loomis Sayles Focused Growth ETF (LSGR) has a volatility of 6.06%. This indicates that GQHPX experiences smaller price fluctuations and is considered to be less risky than LSGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.