GSIHX vs. APHIX
Compare and contrast key facts about Goldman Sachs GQG Partners International Opportunities Fund Class A (GSIHX) and Artisan International Fund Institutional Class (APHIX).
GSIHX is managed by Goldman Sachs. It was launched on Dec 15, 2016. APHIX is an actively managed fund by Artisan Partners. It was launched on Jul 1, 1997.
Performance
GSIHX vs. APHIX - Performance Comparison
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GSIHX vs. APHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSIHX Goldman Sachs GQG Partners International Opportunities Fund Class A | 4.66% | 20.43% | 9.35% | 21.60% | -11.36% | 12.01% | 15.36% | 27.15% | -6.38% | 29.41% |
APHIX Artisan International Fund Institutional Class | 4.92% | 36.49% | 10.89% | 14.52% | -19.35% | 9.10% | 7.84% | 29.43% | -10.81% | 31.10% |
Returns By Period
In the year-to-date period, GSIHX achieves a 4.66% return, which is significantly lower than APHIX's 4.92% return.
GSIHX
- 1D
- 0.91%
- 1M
- -3.95%
- YTD
- 4.66%
- 6M
- 8.03%
- 1Y
- 16.23%
- 3Y*
- 17.33%
- 5Y*
- 10.01%
- 10Y*
- —
APHIX
- 1D
- 1.09%
- 1M
- -6.52%
- YTD
- 4.92%
- 6M
- 6.74%
- 1Y
- 30.20%
- 3Y*
- 18.86%
- 5Y*
- 9.44%
- 10Y*
- 9.46%
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GSIHX vs. APHIX - Expense Ratio Comparison
GSIHX has a 1.12% expense ratio, which is higher than APHIX's 0.96% expense ratio.
Return for Risk
GSIHX vs. APHIX — Risk / Return Rank
GSIHX
APHIX
GSIHX vs. APHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs GQG Partners International Opportunities Fund Class A (GSIHX) and Artisan International Fund Institutional Class (APHIX). 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.
| GSIHX | APHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 2.05 | -0.71 |
Sortino ratioReturn per unit of downside risk | 1.76 | 2.60 | -0.84 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.39 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 2.82 | -0.99 |
Martin ratioReturn relative to average drawdown | 7.34 | 11.04 | -3.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GSIHX | APHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 2.05 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.61 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.29 | +0.50 |
Correlation
The correlation between GSIHX and APHIX is 0.81, 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.
Dividends
GSIHX vs. APHIX - Dividend Comparison
GSIHX's dividend yield for the trailing twelve months is around 4.59%, less than APHIX's 21.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSIHX Goldman Sachs GQG Partners International Opportunities Fund Class A | 4.59% | 4.80% | 10.87% | 2.04% | 4.47% | 1.90% | 0.00% | 0.41% | 0.18% | 0.00% | 0.00% | 0.00% |
APHIX Artisan International Fund Institutional Class | 21.57% | 22.63% | 10.37% | 2.10% | 2.84% | 23.52% | 3.45% | 5.44% | 10.02% | 0.91% | 1.50% | 0.73% |
Drawdowns
GSIHX vs. APHIX - Drawdown Comparison
The maximum GSIHX drawdown since its inception was -28.79%, smaller than the maximum APHIX drawdown of -68.47%. Use the drawdown chart below to compare losses from any high point for GSIHX and APHIX.
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Drawdown Indicators
| GSIHX | APHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.79% | -68.47% | +39.68% |
Max Drawdown (1Y)Largest decline over 1 year | -8.78% | -9.77% | +0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -25.63% | -33.73% | +8.10% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.73% | — |
Current DrawdownCurrent decline from peak | -5.28% | -8.79% | +3.51% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -23.20% | +18.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 2.57% | -0.38% |
Volatility
GSIHX vs. APHIX - Volatility Comparison
The current volatility for Goldman Sachs GQG Partners International Opportunities Fund Class A (GSIHX) is 4.82%, while Artisan International Fund Institutional Class (APHIX) has a volatility of 6.11%. This indicates that GSIHX experiences smaller price fluctuations and is considered to be less risky than APHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GSIHX | APHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 6.11% | -1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 7.39% | 10.18% | -2.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.54% | 15.33% | -2.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 15.62% | -1.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.79% | 16.17% | -0.38% |