GQRIX vs. RSP

In the year-to-date period, GQRIX achieves a -1.72% return, which is significantly lower than RSP's -1.04% return.

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GQRIX has a 0.75% expense ratio, which is higher than RSP's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX) and Invesco S&P 500® Equal Weight ETF (RSP). 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 RSP Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of GQRIX and RSP, 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 RSP's 1.63% yield.

The maximum GQRIX drawdown since its inception was -28.86%, smaller than the maximum RSP drawdown of -59.92%. Use the drawdown chart below to compare losses from any high point for GQRIX and RSP. For additional features, visit the drawdowns tool.

The current volatility for GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX) is 3.96%, while Invesco S&P 500® Equal Weight ETF (RSP) has a volatility of 6.16%. This indicates that GQRIX experiences smaller price fluctuations and is considered to be less risky than RSP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.