GSINX vs. IVFIX
Compare and contrast key facts about Goldman Sachs GQG Partners International Opportunities Fund (GSINX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX).
GSINX is managed by Goldman Sachs. It was launched on Dec 14, 2016. IVFIX is managed by Federated. It was launched on Jun 3, 2008.
Performance
GSINX vs. IVFIX - Performance Comparison
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GSINX vs. IVFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSINX Goldman Sachs GQG Partners International Opportunities Fund | 3.75% | 20.76% | 9.53% | 21.93% | -11.14% | 12.35% | 15.64% | 27.41% | -6.14% | 29.66% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 5.22% | 31.79% | 1.91% | 11.05% | -2.54% | 11.58% | -1.74% | 20.15% | -11.96% | 14.30% |
Returns By Period
In the year-to-date period, GSINX achieves a 3.75% return, which is significantly lower than IVFIX's 5.22% return.
GSINX
- 1D
- 0.65%
- 1M
- -6.11%
- YTD
- 3.75%
- 6M
- 7.85%
- 1Y
- 15.78%
- 3Y*
- 17.25%
- 5Y*
- 10.28%
- 10Y*
- —
IVFIX
- 1D
- 0.21%
- 1M
- -6.40%
- YTD
- 5.22%
- 6M
- 10.50%
- 1Y
- 23.17%
- 3Y*
- 13.89%
- 5Y*
- 10.28%
- 10Y*
- 7.06%
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GSINX vs. IVFIX - Expense Ratio Comparison
GSINX has a 0.89% expense ratio, which is higher than IVFIX's 0.86% expense ratio.
Return for Risk
GSINX vs. IVFIX — Risk / Return Rank
GSINX
IVFIX
GSINX vs. IVFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs GQG Partners International Opportunities Fund (GSINX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX). 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.
| GSINX | IVFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.98 | -0.71 |
Sortino ratioReturn per unit of downside risk | 1.68 | 2.58 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.41 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 4.08 | -2.28 |
Martin ratioReturn relative to average drawdown | 7.33 | 17.43 | -10.10 |
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
| GSINX | IVFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.98 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.83 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.21 | +0.59 |
Correlation
The correlation between GSINX and IVFIX is 0.70, 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
GSINX vs. IVFIX - Dividend Comparison
GSINX's dividend yield for the trailing twelve months is around 4.85%, more than IVFIX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSINX Goldman Sachs GQG Partners International Opportunities Fund | 4.85% | 5.03% | 11.11% | 2.27% | 4.79% | 2.13% | 0.08% | 0.57% | 0.43% | 0.12% | 0.00% | 0.00% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 3.14% | 3.37% | 4.44% | 4.01% | 3.99% | 3.67% | 3.62% | 3.98% | 4.97% | 4.17% | 3.38% | 3.95% |
Drawdowns
GSINX vs. IVFIX - Drawdown Comparison
The maximum GSINX drawdown since its inception was -28.80%, smaller than the maximum IVFIX drawdown of -51.49%. Use the drawdown chart below to compare losses from any high point for GSINX and IVFIX.
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Drawdown Indicators
| GSINX | IVFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.80% | -51.49% | +22.69% |
Max Drawdown (1Y)Largest decline over 1 year | -8.74% | -8.47% | -0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -25.46% | -21.29% | -4.17% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.46% | — |
Current DrawdownCurrent decline from peak | -6.11% | -6.58% | +0.47% |
Average DrawdownAverage peak-to-trough decline | -4.88% | -11.69% | +6.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 1.98% | +0.17% |
Volatility
GSINX vs. IVFIX - Volatility Comparison
Goldman Sachs GQG Partners International Opportunities Fund (GSINX) has a higher volatility of 4.84% compared to Federated Hermes International Strategic Value Dividend Fund (IVFIX) at 4.54%. This indicates that GSINX's price experiences larger fluctuations and is considered to be riskier than IVFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GSINX | IVFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.84% | 4.54% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 7.38% | 8.10% | -0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.48% | 14.63% | -2.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.44% | 12.96% | +1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.78% | 14.74% | +1.04% |