Correlation
The correlation between PEFIX and GQGPX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
PEFIX vs. GQGPX
Compare and contrast key facts about PIMCO RAE PLUS EMG Fund (PEFIX) and GQG Partners Emerging Markets Equity Fund (GQGPX).
PEFIX is managed by PIMCO. It was launched on Nov 25, 2008. GQGPX is managed by GQG Partners Inc. It was launched on Dec 27, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEFIX or GQGPX.
Performance
PEFIX vs. GQGPX - Performance Comparison
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Key characteristics
PEFIX:
0.22
GQGPX:
-0.23
PEFIX:
0.38
GQGPX:
-0.26
PEFIX:
1.06
GQGPX:
0.96
PEFIX:
0.19
GQGPX:
-0.26
PEFIX:
0.48
GQGPX:
-0.50
PEFIX:
7.34%
GQGPX:
9.56%
PEFIX:
16.52%
GQGPX:
17.33%
PEFIX:
-51.44%
GQGPX:
-33.68%
PEFIX:
-3.16%
GQGPX:
-9.45%
Returns By Period
In the year-to-date period, PEFIX achieves a 7.92% return, which is significantly higher than GQGPX's 2.67% return.
PEFIX
7.92%
6.90%
6.37%
3.55%
11.04%
16.08%
6.82%
GQGPX
2.67%
3.30%
2.09%
-3.97%
7.47%
9.59%
N/A
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PEFIX vs. GQGPX - Expense Ratio Comparison
PEFIX has a 1.10% expense ratio, which is lower than GQGPX's 1.22% expense ratio.
Risk-Adjusted Performance
PEFIX vs. GQGPX — Risk-Adjusted Performance Rank
PEFIX
GQGPX
PEFIX vs. GQGPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE PLUS EMG Fund (PEFIX) 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.
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Dividends
PEFIX vs. GQGPX - Dividend Comparison
PEFIX's dividend yield for the trailing twelve months is around 8.89%, more than GQGPX's 1.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEFIX PIMCO RAE PLUS EMG Fund | 8.89% | 10.66% | 3.94% | 18.30% | 46.03% | 8.19% | 0.37% | 4.77% | 7.08% | 4.47% | 0.00% | 0.13% |
GQGPX GQG Partners Emerging Markets Equity Fund | 1.46% | 1.50% | 2.53% | 5.52% | 3.78% | 0.15% | 2.39% | 0.59% | 0.17% | 0.00% | 0.00% | 0.00% |
Drawdowns
PEFIX vs. GQGPX - Drawdown Comparison
The maximum PEFIX drawdown since its inception was -51.44%, which is greater than GQGPX's maximum drawdown of -33.68%. Use the drawdown chart below to compare losses from any high point for PEFIX and GQGPX.
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Volatility
PEFIX vs. GQGPX - Volatility Comparison
The current volatility for PIMCO RAE PLUS EMG Fund (PEFIX) is 2.12%, while GQG Partners Emerging Markets Equity Fund (GQGPX) has a volatility of 2.57%. This indicates that PEFIX experiences smaller price fluctuations and is considered to be less risky than GQGPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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