GQRIX vs. FSGGX

In the year-to-date period, GQRIX achieves a -1.72% return, which is significantly lower than FSGGX's 10.61% return.

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GQRIX has a 0.75% expense ratio, which is higher than FSGGX's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX) and Fidelity Global ex U.S. Index Fund (FSGGX). 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 GQRIX Sharpe Ratio is -0.25, which is lower than the FSGGX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of GQRIX and FSGGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GQRIX's dividend yield for the trailing twelve months is around 1.05%, less than FSGGX's 2.63% yield.

The maximum GQRIX drawdown since its inception was -28.86%, smaller than the maximum FSGGX drawdown of -34.76%. Use the drawdown chart below to compare losses from any high point for GQRIX and FSGGX. For additional features, visit the drawdowns tool.

GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX) and Fidelity Global ex U.S. Index Fund (FSGGX) have volatilities of 3.96% and 4.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.