GQRIX vs. MWRD.L

Last updated Apr 2, 2026

Compare and contrast key facts about GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX) and Amundi Index MSCI World (MWRD.L).

GQRIX is managed by GQG Partners Inc. It was launched on Mar 29, 2019. MWRD.L is a passively managed fund by Amundi that tracks the performance of the MSCI ACWI NR USD. It was launched on Nov 11, 2016.

Performance

GQRIX vs. MWRD.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX) and Amundi Index MSCI World (MWRD.L). The values are adjusted to include any dividend payments, if applicable.

GQRIX vs. MWRD.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
GQRIX GQG Partners Global Quality Equity Fund Institutional Shares	7.87%	0.91%	20.18%	19.79%	-3.64%	17.13%	14.75%	12.84%
MWRD.L Amundi Index MSCI World	0.00%	0.00%	-1.64%	23.69%	-18.69%	22.97%	15.27%	13.72%

Different Trading Currencies

GQRIX is traded in USD, while MWRD.L is traded in GBp. To make them comparable, the MWRD.L values have been converted to USD using the latest available exchange rates.

Returns By Period

GQRIX

• 1D: 0.11%
• 1M: -2.69%
• YTD: 7.87%
• 6M: 7.23%
• 1Y: 7.92%
• 3Y*: 17.11%
• 5Y*: 11.55%
• 10Y*: —

MWRD.L

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

GQRIX vs. MWRD.L - Expense Ratio Comparison

GQRIX has a 0.75% expense ratio, which is higher than MWRD.L's 0.08% expense ratio.

GQRIX

GQG Partners Global Quality Equity Fund Institutional Shares

MWRD.L

Amundi Index MSCI World

Return for Risk

GQRIX vs. MWRD.L — Risk / Return Rank

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

GQRIX

GQRIX Risk / Return Rank: 26
GQRIX Sharpe Ratio Rank: 25
GQRIX Sortino Ratio Rank: 22
GQRIX Omega Ratio Rank: 22
GQRIX Calmar Ratio Rank: 31
GQRIX Martin Ratio Rank: 30

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.

GQRIX vs. MWRD.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX) and Amundi Index MSCI World (MWRD.L). 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.

	GQRIX	MWRD.L	Difference
Sharpe ratio Return per unit of total volatility	0.68	—	—
Sortino ratio Return per unit of downside risk	0.97	—	—
Omega ratio Gain probability vs. loss probability	1.14	—	—
Calmar ratio Return relative to maximum drawdown	0.97	—	—
Martin ratio Return relative to average drawdown	3.48	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	GQRIX	MWRD.L	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.68	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.79	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.73	—	—

Correlation

The correlation between GQRIX and MWRD.L is 0.47, 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

GQRIX vs. MWRD.L - Dividend Comparison

GQRIX's dividend yield for the trailing twelve months is around 7.36%, while MWRD.L has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019
GQRIX GQG Partners Global Quality Equity Fund Institutional Shares	7.36%	7.94%	6.46%	1.39%	2.99%	1.65%	0.11%	0.04%
MWRD.L Amundi Index MSCI World	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

Drawdown Indicators

	GQRIX	MWRD.L	Difference
Max Drawdown Largest peak-to-trough decline	-28.86%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-8.80%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-20.29%	—	—
Current Drawdown Current decline from peak	-3.35%	—	—
Average Drawdown Average peak-to-trough decline	-4.94%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.53%	—	—

Volatility

Volatility by Period

	GQRIX	MWRD.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.09%	—	—
Volatility (6M) Calculated over the trailing 6-month period	6.73%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	11.89%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.69%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.40%	—	—