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IGAAX vs. GSINX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IGAAX and GSINX is 0.75, 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: 0.7

Performance

IGAAX vs. GSINX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds International Growth and Income Fund Class A (IGAAX) and Goldman Sachs GQG Partners International Opportunities Fund (GSINX). The values are adjusted to include any dividend payments, if applicable.

40.00%60.00%80.00%100.00%120.00%140.00%160.00%NovemberDecember2025FebruaryMarchApril
68.76%
142.07%
IGAAX
GSINX

Key characteristics

Sharpe Ratio

IGAAX:

0.56

GSINX:

-0.12

Sortino Ratio

IGAAX:

0.84

GSINX:

-0.05

Omega Ratio

IGAAX:

1.12

GSINX:

0.99

Calmar Ratio

IGAAX:

0.66

GSINX:

-0.12

Martin Ratio

IGAAX:

1.96

GSINX:

-0.25

Ulcer Index

IGAAX:

4.27%

GSINX:

8.25%

Daily Std Dev

IGAAX:

14.95%

GSINX:

16.56%

Max Drawdown

IGAAX:

-35.79%

GSINX:

-28.80%

Current Drawdown

IGAAX:

-1.36%

GSINX:

-8.91%

Returns By Period

In the year-to-date period, IGAAX achieves a 9.75% return, which is significantly higher than GSINX's 8.93% return.


IGAAX

YTD

9.75%

1M

0.51%

6M

3.74%

1Y

8.44%

5Y*

9.86%

10Y*

3.98%

GSINX

YTD

8.93%

1M

0.66%

6M

-3.91%

1Y

-1.91%

5Y*

11.00%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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IGAAX vs. GSINX - Expense Ratio Comparison

IGAAX has a 0.91% expense ratio, which is higher than GSINX's 0.89% expense ratio.


Expense ratio chart for IGAAX: current value is 0.91%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
IGAAX: 0.91%
Expense ratio chart for GSINX: current value is 0.89%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
GSINX: 0.89%

Risk-Adjusted Performance

IGAAX vs. GSINX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IGAAX
The Risk-Adjusted Performance Rank of IGAAX is 6161
Overall Rank
The Sharpe Ratio Rank of IGAAX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of IGAAX is 5858
Sortino Ratio Rank
The Omega Ratio Rank of IGAAX is 5858
Omega Ratio Rank
The Calmar Ratio Rank of IGAAX is 7575
Calmar Ratio Rank
The Martin Ratio Rank of IGAAX is 5757
Martin Ratio Rank

GSINX
The Risk-Adjusted Performance Rank of GSINX is 1515
Overall Rank
The Sharpe Ratio Rank of GSINX is 1515
Sharpe Ratio Rank
The Sortino Ratio Rank of GSINX is 1515
Sortino Ratio Rank
The Omega Ratio Rank of GSINX is 1414
Omega Ratio Rank
The Calmar Ratio Rank of GSINX is 1313
Calmar Ratio Rank
The Martin Ratio Rank of GSINX is 1616
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.

IGAAX vs. GSINX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund Class A (IGAAX) and Goldman Sachs GQG Partners International Opportunities Fund (GSINX). 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 IGAAX, currently valued at 0.56, compared to the broader market-1.000.001.002.003.00
IGAAX: 0.56
GSINX: -0.12
The chart of Sortino ratio for IGAAX, currently valued at 0.84, compared to the broader market-2.000.002.004.006.008.00
IGAAX: 0.84
GSINX: -0.05
The chart of Omega ratio for IGAAX, currently valued at 1.12, compared to the broader market0.501.001.502.002.503.00
IGAAX: 1.12
GSINX: 0.99
The chart of Calmar ratio for IGAAX, currently valued at 0.66, compared to the broader market0.002.004.006.008.0010.00
IGAAX: 0.66
GSINX: -0.12
The chart of Martin ratio for IGAAX, currently valued at 1.96, compared to the broader market0.0010.0020.0030.0040.0050.00
IGAAX: 1.96
GSINX: -0.25

The current IGAAX Sharpe Ratio is 0.56, which is higher than the GSINX Sharpe Ratio of -0.12. The chart below compares the historical Sharpe Ratios of IGAAX and GSINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50NovemberDecember2025FebruaryMarchApril
0.56
-0.12
IGAAX
GSINX

Dividends

IGAAX vs. GSINX - Dividend Comparison

IGAAX's dividend yield for the trailing twelve months is around 2.97%, more than GSINX's 2.01% yield.


TTM20242023202220212020201920182017201620152014
IGAAX
American Funds International Growth and Income Fund Class A
2.97%3.37%2.29%4.00%6.91%1.37%2.40%2.81%1.85%2.35%3.25%7.19%
GSINX
Goldman Sachs GQG Partners International Opportunities Fund
2.01%2.19%2.27%4.79%2.13%0.08%0.57%0.43%0.12%0.06%0.00%0.00%

Drawdowns

IGAAX vs. GSINX - Drawdown Comparison

The maximum IGAAX drawdown since its inception was -35.79%, which is greater than GSINX's maximum drawdown of -28.80%. Use the drawdown chart below to compare losses from any high point for IGAAX and GSINX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-1.36%
-8.91%
IGAAX
GSINX

Volatility

IGAAX vs. GSINX - Volatility Comparison

The current volatility for American Funds International Growth and Income Fund Class A (IGAAX) is 9.10%, while Goldman Sachs GQG Partners International Opportunities Fund (GSINX) has a volatility of 9.88%. This indicates that IGAAX experiences smaller price fluctuations and is considered to be less risky than GSINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2025FebruaryMarchApril
9.10%
9.88%
IGAAX
GSINX