POIIX vs. GSIMX
POIIX (Polen International Growth Fund) and GSIMX (Goldman Sachs GQG Partners International Opportunities Fund) are both Foreign Large Cap Equities funds. Over the past 5 years, POIIX returned -3.72%/yr vs 9.21%/yr for GSIMX. Their 0.73 correlation means they have sometimes moved together and sometimes differently. POIIX charges 1.03%/yr vs 0.76%/yr for GSIMX.
Performance
POIIX vs. GSIMX - Performance Comparison
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Returns By Period
In the year-to-date period, POIIX achieves a -4.84% return, which is significantly lower than GSIMX's 8.14% return.
POIIX
- 1D
- 3.44%
- 1M
- 0.41%
- 6M
- -6.00%
- YTD
- -4.84%
- 1Y
- -5.23%
- 3Y*
- -0.99%
- 5Y*
- -3.72%
- 10Y*
- —
- ALL TIME*
- 4.30%
GSIMX
- 1D
- 0.00%
- 1M
- 2.06%
- 6M
- 3.76%
- YTD
- 8.14%
- 1Y
- 15.67%
- 3Y*
- 15.80%
- 5Y*
- 9.21%
- 10Y*
- —
- ALL TIME*
- 12.77%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
POIIX vs. GSIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POIIX Polen International Growth Fund | -4.84% | -0.72% | -3.77% | 27.81% | -29.90% | 5.62% | 9.80% | 25.88% | -5.85% | 33.67% |
GSIMX Goldman Sachs GQG Partners International Opportunities Fund | 8.14% | 20.85% | 9.66% | 22.10% | -11.06% | 12.50% | 15.77% | 27.64% | -6.04% | 29.92% |
Correlation
The correlation between POIIX and GSIMX is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.53 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.62 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.73 |
Over the past year, the correlation between POIIX and GSIMX has dropped to 0.24 - well below their long-term average of 0.73, suggesting their price drivers have been diverging.
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Return for Risk
POIIX vs. GSIMX — Risk / Return Rank
POIIX
GSIMX
POIIX vs. GSIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen International Growth Fund (POIIX) and Goldman Sachs GQG Partners International Opportunities Fund (GSIMX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| POIIX | GSIMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.03 | ||
| Sortino ratioReturn per unit of downside risk | -2.68 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.30 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | 2.02 | -2.44 |
| Martin ratioReturn relative to average drawdown | -0.89 | 5.51 | -6.40 |
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Drawdowns
POIIX vs. GSIMX - Drawdown Comparison
The maximum POIIX drawdown since its inception was -38.81%, which is greater than GSIMX's maximum drawdown of -28.84%. Use the drawdown chart below to compare losses from any high point for POIIX and GSIMX.
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Drawdown Indicators
| POIIX | GSIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.81% | -28.84% | -9.97% |
Max Drawdown (1Y)Largest decline over 1 year | -21.49% | -7.81% | -13.68% |
Max Drawdown (3Y)Largest decline over 3 years | -25.45% | -10.32% | -15.13% |
Max Drawdown (5Y)Largest decline over 5 years | -38.81% | -25.37% | -13.44% |
Current DrawdownCurrent decline from peak | -19.73% | -2.17% | -17.56% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -4.80% | -5.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.69% | 2.85% | +7.84% |
Volatility
POIIX vs. GSIMX - Volatility Comparison
Polen International Growth Fund (POIIX) has a higher volatility of 5.98% compared to Goldman Sachs GQG Partners International Opportunities Fund (GSIMX) at 2.65%. This indicates that POIIX's price experiences larger fluctuations and is considered to be riskier than GSIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POIIX | GSIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 2.65% | +3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 17.15% | 8.16% | +8.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.93% | 9.83% | +11.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 14.24% | +5.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 15.61% | +3.14% |
POIIX vs. GSIMX - Expense Ratio Comparison
POIIX has a 1.03% expense ratio, which is higher than GSIMX's 0.76% expense ratio.
Dividends
POIIX vs. GSIMX - Dividend Comparison
POIIX's dividend yield for the trailing twelve months is around 0.05%, less than GSIMX's 4.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
GSIMX Goldman Sachs GQG Partners International Opportunities Fund | 4.73% | 5.12% | 11.18% | 2.36% | 4.89% | 2.23% | 0.18% | 0.65% | 0.53% | 0.16% |
POIIX Polen International Growth Fund | 0.05% | 0.05% | 0.45% | 0.32% | 0.00% | 0.00% | 0.00% | 0.01% | 0.11% | 0.64% |
Frequently Asked Questions
POIIX and GSIMX have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POIIX has higher volatility (5.98%) compared to GSIMX (2.65%). In terms of maximum drawdown, POIIX dropped -38.81% vs GSIMX's -28.84%.
GSIMX currently has the higher Sharpe Ratio (1.60 vs -0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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