GQHPX vs. LSGRX
Compare and contrast key facts about GQG Partners US Quality Dividend Income Fund (GQHPX) and Loomis Sayles Growth Fund (LSGRX).
GQHPX is managed by GQG Partners Inc. It was launched on Jun 29, 2021. LSGRX is managed by Natixis Funds. It was launched on May 16, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GQHPX or LSGRX.
Correlation
The correlation between GQHPX and LSGRX is 0.53, 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.
Performance
GQHPX vs. LSGRX - Performance Comparison
Key characteristics
GQHPX:
1.69
LSGRX:
1.19
GQHPX:
2.32
LSGRX:
1.56
GQHPX:
1.30
LSGRX:
1.24
GQHPX:
2.05
LSGRX:
1.59
GQHPX:
6.45
LSGRX:
5.38
GQHPX:
2.49%
LSGRX:
4.33%
GQHPX:
9.55%
LSGRX:
19.60%
GQHPX:
-17.26%
LSGRX:
-82.01%
GQHPX:
-0.46%
LSGRX:
-5.55%
Returns By Period
In the year-to-date period, GQHPX achieves a 6.96% return, which is significantly higher than LSGRX's 4.74% return.
GQHPX
6.96%
5.19%
4.26%
15.40%
N/A
N/A
LSGRX
4.74%
3.75%
12.30%
23.69%
9.70%
11.38%
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GQHPX vs. LSGRX - Expense Ratio Comparison
GQHPX has a 0.57% expense ratio, which is lower than LSGRX's 0.64% expense ratio.
Risk-Adjusted Performance
GQHPX vs. LSGRX — Risk-Adjusted Performance Rank
GQHPX
LSGRX
GQHPX vs. LSGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GQG Partners US Quality Dividend Income Fund (GQHPX) and Loomis Sayles Growth Fund (LSGRX). 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
GQHPX vs. LSGRX - Dividend Comparison
GQHPX's dividend yield for the trailing twelve months is around 2.31%, while LSGRX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GQHPX GQG Partners US Quality Dividend Income Fund | 2.31% | 2.47% | 2.65% | 3.24% | 0.77% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LSGRX Loomis Sayles Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.14% | 0.50% | 0.66% | 0.53% | 0.57% | 0.54% | 0.68% |
Drawdowns
GQHPX vs. LSGRX - Drawdown Comparison
The maximum GQHPX drawdown since its inception was -17.26%, smaller than the maximum LSGRX drawdown of -82.01%. Use the drawdown chart below to compare losses from any high point for GQHPX and LSGRX. For additional features, visit the drawdowns tool.
Volatility
GQHPX vs. LSGRX - Volatility Comparison
The current volatility for GQG Partners US Quality Dividend Income Fund (GQHPX) is 2.19%, while Loomis Sayles Growth Fund (LSGRX) has a volatility of 4.92%. This indicates that GQHPX experiences smaller price fluctuations and is considered to be less risky than LSGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.