LEAIX vs. GQGPX
Compare and contrast key facts about Lazard Emerging Markets Equity Advantage Portfolio (LEAIX) and GQG Partners Emerging Markets Equity Fund (GQGPX).
LEAIX is managed by Lazard. It was launched on May 28, 2015. GQGPX is managed by GQG Partners Inc. It was launched on Dec 27, 2016.
Performance
LEAIX vs. GQGPX - Performance Comparison
Loading graphics...
LEAIX vs. GQGPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LEAIX Lazard Emerging Markets Equity Advantage Portfolio | 2.56% | 33.74% | 11.41% | 12.67% | -21.01% | 0.96% | 17.39% | 20.44% | -16.25% | 41.07% |
GQGPX GQG Partners Emerging Markets Equity Fund | 0.45% | 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, LEAIX achieves a 2.56% return, which is significantly higher than GQGPX's 0.45% return.
LEAIX
- 1D
- -0.93%
- 1M
- -12.25%
- YTD
- 2.56%
- 6M
- 7.23%
- 1Y
- 33.14%
- 3Y*
- 17.33%
- 5Y*
- 5.47%
- 10Y*
- 9.23%
GQGPX
- 1D
- -0.56%
- 1M
- -7.73%
- YTD
- 0.45%
- 6M
- 4.04%
- 1Y
- 10.57%
- 3Y*
- 13.32%
- 5Y*
- 3.21%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LEAIX vs. GQGPX - Expense Ratio Comparison
LEAIX has a 0.91% expense ratio, which is lower than GQGPX's 1.22% expense ratio.
Return for Risk
LEAIX vs. GQGPX — Risk / Return Rank
LEAIX
GQGPX
LEAIX vs. GQGPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard Emerging Markets Equity Advantage Portfolio (LEAIX) 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.
| LEAIX | GQGPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 0.84 | +1.12 |
Sortino ratioReturn per unit of downside risk | 2.56 | 1.21 | +1.34 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.16 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.26 | 1.01 | +1.25 |
Martin ratioReturn relative to average drawdown | 9.08 | 3.55 | +5.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LEAIX | GQGPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 0.84 | +1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.22 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.51 | +0.05 |
Correlation
The correlation between LEAIX and GQGPX 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
LEAIX vs. GQGPX - Dividend Comparison
LEAIX's dividend yield for the trailing twelve months is around 1.86%, less than GQGPX's 1.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
LEAIX Lazard Emerging Markets Equity Advantage Portfolio | 1.86% | 1.90% | 1.52% | 1.93% | 3.42% | 8.01% | 0.84% | 1.92% | 2.43% | 1.15% | 1.62% |
GQGPX GQG Partners Emerging Markets Equity Fund | 1.91% | 1.91% | 1.50% | 2.54% | 5.52% | 3.78% | 0.15% | 1.06% | 0.59% | 0.17% | 0.00% |
Drawdowns
LEAIX vs. GQGPX - Drawdown Comparison
The maximum LEAIX drawdown since its inception was -37.24%, which is greater than GQGPX's maximum drawdown of -33.68%. Use the drawdown chart below to compare losses from any high point for LEAIX and GQGPX.
Loading graphics...
Drawdown Indicators
| LEAIX | GQGPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.24% | -33.68% | -3.56% |
Max Drawdown (1Y)Largest decline over 1 year | -13.29% | -9.12% | -4.17% |
Max Drawdown (5Y)Largest decline over 5 years | -36.30% | -30.02% | -6.28% |
Max Drawdown (10Y)Largest decline over 10 years | -37.24% | — | — |
Current DrawdownCurrent decline from peak | -13.29% | -8.91% | -4.38% |
Average DrawdownAverage peak-to-trough decline | -11.67% | -11.71% | +0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 2.60% | +0.71% |
Volatility
LEAIX vs. GQGPX - Volatility Comparison
Lazard Emerging Markets Equity Advantage Portfolio (LEAIX) has a higher volatility of 6.71% compared to GQG Partners Emerging Markets Equity Fund (GQGPX) at 5.75%. This indicates that LEAIX'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.
Loading graphics...
Volatility by Period
| LEAIX | GQGPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 5.75% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 11.58% | 8.86% | +2.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.53% | 12.45% | +4.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.62% | 14.71% | +0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.29% | 15.98% | +1.31% |