GQRPX vs. GQETX

In the year-to-date period, GQRPX achieves a -2.42% return, which is significantly higher than GQETX's -2.61% return.

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GQRPX has a 0.97% expense ratio, which is higher than GQETX's 0.49% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for GQG Partners Global Quality Equity Fund (GQRPX) and GMO Quality Fund (GQETX). 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 GQRPX Sharpe Ratio is -0.20, which is lower than the GQETX Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of GQRPX and GQETX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GQRPX's dividend yield for the trailing twelve months is around 0.93%, less than GQETX's 1.03% yield.

The maximum GQRPX drawdown since its inception was -28.88%, smaller than the maximum GQETX drawdown of -41.46%. Use the drawdown chart below to compare losses from any high point for GQRPX and GQETX. For additional features, visit the drawdowns tool.

The current volatility for GQG Partners Global Quality Equity Fund (GQRPX) is 8.23%, while GMO Quality Fund (GQETX) has a volatility of 11.82%. This indicates that GQRPX experiences smaller price fluctuations and is considered to be less risky than GQETX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.