Correlation
The correlation between MRFOX and GQEPX 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.
MRFOX vs. GQEPX
Compare and contrast key facts about Marshfield Concentrated Opportunity Fund (MRFOX) and GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX).
MRFOX is managed by Marshfield. It was launched on Dec 29, 2015. GQEPX is managed by GQG Partners Inc. It was launched on Sep 28, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MRFOX or GQEPX.
Performance
MRFOX vs. GQEPX - Performance Comparison
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Key characteristics
MRFOX:
1.02
GQEPX:
0.16
MRFOX:
1.54
GQEPX:
0.20
MRFOX:
1.21
GQEPX:
1.03
MRFOX:
1.50
GQEPX:
0.06
MRFOX:
5.83
GQEPX:
0.15
MRFOX:
2.03%
GQEPX:
7.79%
MRFOX:
11.57%
GQEPX:
16.85%
MRFOX:
-29.10%
GQEPX:
-28.45%
MRFOX:
-2.46%
GQEPX:
-13.51%
Returns By Period
In the year-to-date period, MRFOX achieves a 3.98% return, which is significantly higher than GQEPX's -3.25% return.
MRFOX
3.98%
1.45%
-0.01%
11.68%
16.65%
15.59%
N/A
GQEPX
-3.25%
0.28%
-8.53%
2.71%
10.11%
15.04%
N/A
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MRFOX vs. GQEPX - Expense Ratio Comparison
MRFOX has a 1.05% expense ratio, which is higher than GQEPX's 0.59% expense ratio.
Risk-Adjusted Performance
MRFOX vs. GQEPX — Risk-Adjusted Performance Rank
MRFOX
GQEPX
MRFOX vs. GQEPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Marshfield Concentrated Opportunity Fund (MRFOX) and GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX). 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.
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Dividends
MRFOX vs. GQEPX - Dividend Comparison
MRFOX's dividend yield for the trailing twelve months is around 4.41%, less than GQEPX's 5.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
MRFOX Marshfield Concentrated Opportunity Fund | 4.41% | 4.59% | 0.46% | 0.35% | 6.78% | 2.70% | 1.39% | 1.94% | 2.06% | 0.60% |
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 5.48% | 5.30% | 0.44% | 4.46% | 1.49% | 0.61% | 0.63% | 0.09% | 0.00% | 0.00% |
Drawdowns
MRFOX vs. GQEPX - Drawdown Comparison
The maximum MRFOX drawdown since its inception was -29.10%, roughly equal to the maximum GQEPX drawdown of -28.45%. Use the drawdown chart below to compare losses from any high point for MRFOX and GQEPX.
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Volatility
MRFOX vs. GQEPX - Volatility Comparison
The current volatility for Marshfield Concentrated Opportunity Fund (MRFOX) is 3.43%, while GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) has a volatility of 4.08%. This indicates that MRFOX experiences smaller price fluctuations and is considered to be less risky than GQEPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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