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GQRPX vs. NWWOX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

GQRPX vs. NWWOX

Last updated Apr 26, 2025

Compare and contrast key facts about GQG Partners Global Quality Equity Fund (GQRPX) and Virtus Vontobel Global Opportunities Fund (NWWOX).

GQRPX is managed by GQG Partners. It was launched on Mar 28, 2019. NWWOX is managed by Virtus. It was launched on May 12, 1960.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GQRPX or NWWOX.

Correlation

The correlation between GQRPX and NWWOX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

-0.50.00.51.0
Correlation: 0.8

Performance

GQRPX vs. NWWOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GQG Partners Global Quality Equity Fund (GQRPX) and Virtus Vontobel Global Opportunities Fund (NWWOX). The values are adjusted to include any dividend payments, if applicable.
60.00%80.00%100.00%120.00%NovemberDecember2025FebruaryMarchApril
93.06%
54.96%
GQRPX
NWWOX

Key characteristics

Returns By Period

GQRPX

YTD

-2.42%

1M

-2.95%

6M

-9.78%

1Y

-1.88%

5Y*

12.77%

10Y*

N/A

NWWOX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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GQRPX vs. NWWOX - Expense Ratio Comparison

GQRPX has a 0.97% expense ratio, which is lower than NWWOX's 1.37% expense ratio.

NWWOX
Virtus Vontobel Global Opportunities Fund
Expense ratio chart for NWWOX: current value is 1.37%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
NWWOX: 1.37%
GQRPX
GQG Partners Global Quality Equity Fund
Expense ratio chart for GQRPX: current value is 0.97%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
GQRPX: 0.97%

Risk-Adjusted Performance

GQRPX vs. NWWOX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
GQRPX
The Risk-Adjusted Performance Rank of GQRPX is 1111
Overall Rank
The Sharpe Ratio Rank of GQRPX is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of GQRPX is 1212
Sortino Ratio Rank
The Omega Ratio Rank of GQRPX is 1212
Omega Ratio Rank
The Calmar Ratio Rank of GQRPX is 1010
Calmar Ratio Rank
The Martin Ratio Rank of GQRPX is 1212
Martin Ratio Rank
NWWOX
The Risk-Adjusted Performance Rank of NWWOX is 8585
Overall Rank
The Sharpe Ratio Rank of NWWOX is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of NWWOX is 9090
Sortino Ratio Rank
The Omega Ratio Rank of NWWOX is 8989
Omega Ratio Rank
The Calmar Ratio Rank of NWWOX is 7777
Calmar Ratio Rank
The Martin Ratio Rank of NWWOX is 7979
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

GQRPX vs. NWWOX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for GQG Partners Global Quality Equity Fund (GQRPX) and Virtus Vontobel Global Opportunities Fund (NWWOX). 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 chart of Sharpe ratio for GQRPX, currently valued at -0.20, compared to the broader market-1.000.001.002.003.00
GQRPX: -0.20
The chart of Sortino ratio for GQRPX, currently valued at -0.14, compared to the broader market-2.000.002.004.006.008.00
GQRPX: -0.14
The chart of Omega ratio for GQRPX, currently valued at 0.98, compared to the broader market0.501.001.502.002.503.00
GQRPX: 0.98
The chart of Calmar ratio for GQRPX, currently valued at -0.18, compared to the broader market0.002.004.006.008.0010.00
GQRPX: -0.18
NWWOX: 0.00
The chart of Martin ratio for GQRPX, currently valued at -0.50, compared to the broader market0.0010.0020.0030.0040.0050.00
GQRPX: -0.50

Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.20
-1.00
GQRPX
NWWOX

Dividends

GQRPX vs. NWWOX - Dividend Comparison

GQRPX's dividend yield for the trailing twelve months is around 0.93%, while NWWOX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
GQRPX
GQG Partners Global Quality Equity Fund		0.93%0.91%1.22%2.82%1.53%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NWWOX
Virtus Vontobel Global Opportunities Fund		0.00%2.25%1.81%10.84%19.97%2.08%1.96%11.89%5.55%0.90%0.23%0.58%

Drawdowns

GQRPX vs. NWWOX - Drawdown Comparison

-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-13.20%
-1.24%
GQRPX
NWWOX

Volatility

GQRPX vs. NWWOX - Volatility Comparison

GQG Partners Global Quality Equity Fund (GQRPX) has a higher volatility of 8.23% compared to Virtus Vontobel Global Opportunities Fund (NWWOX) at 0.00%. This indicates that GQRPX's price experiences larger fluctuations and is considered to be riskier than NWWOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

0.00%2.00%4.00%6.00%8.00%NovemberDecember2025FebruaryMarchApril
8.23%
0
GQRPX
NWWOX