LDMIX vs. GQGPX
Compare and contrast key facts about Lazard Developing Markets Equity Portfolio (LDMIX) and GQG Partners Emerging Markets Equity Fund (GQGPX).
LDMIX is managed by Lazard. It was launched on Sep 29, 2008. GQGPX is managed by GQG Partners Inc. It was launched on Dec 27, 2016.
Performance
LDMIX vs. GQGPX - Performance Comparison
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LDMIX vs. GQGPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LDMIX Lazard Developing Markets Equity Portfolio | 1.24% | 33.67% | 6.73% | 9.68% | -22.61% | -10.14% | 19.33% | 28.17% | -20.57% | 39.12% |
GQGPX GQG Partners Emerging Markets Equity Fund | 2.09% | 9.67% | 6.00% | 28.47% | -21.01% | -2.52% | 33.74% | 20.92% | -14.91% | 29.81% |
Returns By Period
In the year-to-date period, LDMIX achieves a 1.24% return, which is significantly lower than GQGPX's 2.09% return.
LDMIX
- 1D
- 1.24%
- 1M
- -10.39%
- YTD
- 1.24%
- 6M
- 4.90%
- 1Y
- 33.24%
- 3Y*
- 14.02%
- 5Y*
- 1.16%
- 10Y*
- 7.56%
GQGPX
- 1D
- 1.63%
- 1M
- -4.69%
- YTD
- 2.09%
- 6M
- 5.19%
- 1Y
- 12.31%
- 3Y*
- 13.93%
- 5Y*
- 3.16%
- 10Y*
- —
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LDMIX vs. GQGPX - Expense Ratio Comparison
LDMIX has a 1.15% expense ratio, which is lower than GQGPX's 1.22% expense ratio.
Return for Risk
LDMIX vs. GQGPX — Risk / Return Rank
LDMIX
GQGPX
LDMIX vs. GQGPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard Developing Markets Equity Portfolio (LDMIX) and GQG Partners Emerging Markets Equity Fund (GQGPX). 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.
| LDMIX | GQGPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.85 | 0.99 | +0.85 |
Sortino ratioReturn per unit of downside risk | 2.43 | 1.41 | +1.02 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.18 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.35 | 1.34 | +1.01 |
Martin ratioReturn relative to average drawdown | 9.09 | 4.62 | +4.47 |
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
| LDMIX | GQGPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 0.99 | +0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.22 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.52 | -0.28 |
Correlation
The correlation between LDMIX and GQGPX 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.
Dividends
LDMIX vs. GQGPX - Dividend Comparison
LDMIX's dividend yield for the trailing twelve months is around 1.15%, less than GQGPX's 1.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LDMIX Lazard Developing Markets Equity Portfolio | 1.15% | 1.17% | 0.84% | 2.24% | 0.83% | 1.00% | 0.25% | 0.54% | 0.78% | 0.20% | 0.95% | 0.56% |
GQGPX GQG Partners Emerging Markets Equity Fund | 1.88% | 1.91% | 1.50% | 2.54% | 5.52% | 3.78% | 0.15% | 1.06% | 0.59% | 0.17% | 0.00% | 0.00% |
Drawdowns
LDMIX vs. GQGPX - Drawdown Comparison
The maximum LDMIX drawdown since its inception was -51.12%, which is greater than GQGPX's maximum drawdown of -33.68%. Use the drawdown chart below to compare losses from any high point for LDMIX and GQGPX.
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Drawdown Indicators
| LDMIX | GQGPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.12% | -33.68% | -17.44% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -9.12% | -4.70% |
Max Drawdown (5Y)Largest decline over 5 years | -42.75% | -30.02% | -12.73% |
Max Drawdown (10Y)Largest decline over 10 years | -46.20% | — | — |
Current DrawdownCurrent decline from peak | -12.06% | -7.43% | -4.63% |
Average DrawdownAverage peak-to-trough decline | -19.93% | -11.70% | -8.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 2.65% | +0.96% |
Volatility
LDMIX vs. GQGPX - Volatility Comparison
Lazard Developing Markets Equity Portfolio (LDMIX) has a higher volatility of 7.96% compared to GQG Partners Emerging Markets Equity Fund (GQGPX) at 5.92%. This indicates that LDMIX's price experiences larger fluctuations and is considered to be riskier than GQGPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LDMIX | GQGPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.96% | 5.92% | +2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 12.76% | 9.00% | +3.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.77% | 12.53% | +6.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.71% | 14.73% | +2.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.13% | 15.99% | +3.14% |