RIVRX vs. GQEPX
RIVRX (Riverbridge Growth Fund) and GQEPX (GQG Partners US Select Quality Equity Fund Investor Shares) are both mutual funds - RIVRX is a Large Cap Growth Equities fund managed by Riverbridge, while GQEPX is a Quality Factor fund managed by GQG Partners. Over the past 5 years, RIVRX returned 1.76%/yr vs 9.07%/yr for GQEPX. Their 0.68 correlation means they have sometimes moved together and sometimes differently. RIVRX charges 1.25%/yr vs 0.59%/yr for GQEPX.
Performance
RIVRX vs. GQEPX - Performance Comparison
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Returns By Period
In the year-to-date period, RIVRX achieves a -6.40% return, which is significantly lower than GQEPX's 5.74% return.
RIVRX
- 1D
- 0.12%
- 1M
- -0.72%
- 6M
- -3.84%
- YTD
- -6.40%
- 1Y
- -5.68%
- 3Y*
- 7.40%
- 5Y*
- 1.76%
- 10Y*
- 11.28%
- ALL TIME*
- 11.46%
GQEPX
- 1D
- 0.28%
- 1M
- 0.33%
- 6M
- 1.93%
- YTD
- 5.74%
- 1Y
- 6.22%
- 3Y*
- 11.35%
- 5Y*
- 9.07%
- 10Y*
- —
- ALL TIME*
- 12.93%
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 |
RIVRX vs. GQEPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
RIVRX Riverbridge Growth Fund | -6.40% | 4.55% | 22.07% | 31.71% | -30.87% | 9.07% | 44.03% | 30.21% | -13.73% |
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 5.74% | -4.52% | 28.99% | 17.39% | -2.81% | 19.90% | 23.65% | 27.21% | -7.67% |
Correlation
The correlation between RIVRX and GQEPX is -0.07, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.07 |
Correlation (3Y) Balances recent behavior with more history. | 0.49 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.57 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2018 | 0.68 |
The correlation between RIVRX and GQEPX shifts across timeframes, from -0.07 (1 year) to 0.68 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RIVRX vs. GQEPX — Risk / Return Rank
RIVRX
GQEPX
RIVRX vs. GQEPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Riverbridge Growth Fund (RIVRX) 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.
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.
| RIVRX | GQEPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.13 | ||
| Sortino ratioReturn per unit of downside risk | -1.56 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.10 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.43 | 0.71 | -1.15 |
| Martin ratioReturn relative to average drawdown | -0.97 | 1.61 | -2.58 |
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Drawdowns
RIVRX vs. GQEPX - Drawdown Comparison
The maximum RIVRX drawdown since its inception was -38.45%, which is greater than GQEPX's maximum drawdown of -28.45%. Use the drawdown chart below to compare losses from any high point for RIVRX and GQEPX.
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Drawdown Indicators
| RIVRX | GQEPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.45% | -28.45% | -10.00% |
Max Drawdown (1Y)Largest decline over 1 year | -18.59% | -8.48% | -10.11% |
Max Drawdown (3Y)Largest decline over 3 years | -20.39% | -18.97% | -1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -38.45% | -20.49% | -17.96% |
Max Drawdown (10Y)Largest decline over 10 years | -38.45% | — | — |
Current DrawdownCurrent decline from peak | -10.06% | -9.74% | -0.32% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -5.90% | -1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.29% | 3.74% | +4.55% |
Volatility
RIVRX vs. GQEPX - Volatility Comparison
Riverbridge Growth Fund (RIVRX) has a higher volatility of 3.86% compared to GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) at 2.69%. This indicates that RIVRX's price experiences larger fluctuations and is considered to be riskier than GQEPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RIVRX | GQEPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 2.69% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 8.34% | +3.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.42% | 10.57% | +3.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.73% | 15.89% | +4.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.26% | 18.62% | +1.64% |
RIVRX vs. GQEPX - Expense Ratio Comparison
RIVRX has a 1.25% expense ratio, which is higher than GQEPX's 0.59% expense ratio.
Dividends
RIVRX vs. GQEPX - Dividend Comparison
RIVRX's dividend yield for the trailing twelve months is around 29.95%, more than GQEPX's 6.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 6.60% | 6.98% | 5.30% | 0.44% | 4.46% | 1.49% | 0.61% | 0.63% | 0.09% | 0.00% | 0.00% | 0.00% |
RIVRX Riverbridge Growth Fund | 29.95% | 28.03% | 4.56% | 0.00% | 0.00% | 4.28% | 3.29% | 1.43% | 7.91% | 0.09% | 3.61% | 2.18% |
Frequently Asked Questions
RIVRX and GQEPX have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RIVRX has higher volatility (3.86%) compared to GQEPX (2.69%). In terms of maximum drawdown, RIVRX dropped -38.45% vs GQEPX's -28.45%.
GQEPX currently has the higher Sharpe Ratio (0.57 vs -0.56), 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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