Correlation
The correlation between SSGVX and GSINX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
SSGVX vs. GSINX
Compare and contrast key facts about State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX) and Goldman Sachs GQG Partners International Opportunities Fund (GSINX).
SSGVX is managed by State Street Global Advisors. It was launched on Sep 17, 2014. GSINX is managed by Goldman Sachs. It was launched on Dec 14, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSGVX or GSINX.
Performance
SSGVX vs. GSINX - Performance Comparison
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Key characteristics
SSGVX:
0.91
GSINX:
0.23
SSGVX:
1.18
GSINX:
0.32
SSGVX:
1.17
GSINX:
1.05
SSGVX:
0.91
GSINX:
0.19
SSGVX:
2.70
GSINX:
0.40
SSGVX:
4.54%
GSINX:
6.48%
SSGVX:
15.43%
GSINX:
16.08%
SSGVX:
-35.80%
GSINX:
-28.80%
SSGVX:
-0.55%
GSINX:
-0.89%
Returns By Period
The year-to-date returns for both stocks are quite close, with SSGVX having a 14.23% return and GSINX slightly lower at 13.81%.
SSGVX
14.23%
2.88%
11.72%
13.10%
9.22%
10.41%
5.45%
GSINX
13.81%
2.35%
7.96%
2.47%
10.29%
11.51%
N/A
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SSGVX vs. GSINX - Expense Ratio Comparison
SSGVX has a 0.05% expense ratio, which is lower than GSINX's 0.89% expense ratio.
Risk-Adjusted Performance
SSGVX vs. GSINX — Risk-Adjusted Performance Rank
SSGVX
GSINX
SSGVX vs. GSINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX) and Goldman Sachs GQG Partners International Opportunities Fund (GSINX). 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
SSGVX vs. GSINX - Dividend Comparison
SSGVX's dividend yield for the trailing twelve months is around 2.70%, less than GSINX's 5.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSGVX State Street Global All Cap Equity ex-U.S.Index Portfolio | 2.70% | 3.09% | 2.96% | 2.35% | 2.58% | 1.66% | 0.30% | 0.30% | 0.28% | 0.16% | 0.22% | 0.64% |
GSINX Goldman Sachs GQG Partners International Opportunities Fund | 5.85% | 6.65% | 2.27% | 4.79% | 2.13% | 0.08% | 0.57% | 0.43% | 0.12% | 0.06% | 0.00% | 0.00% |
Drawdowns
SSGVX vs. GSINX - Drawdown Comparison
The maximum SSGVX drawdown since its inception was -35.80%, which is greater than GSINX's maximum drawdown of -28.80%. Use the drawdown chart below to compare losses from any high point for SSGVX and GSINX.
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Volatility
SSGVX vs. GSINX - Volatility Comparison
The current volatility for State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX) is 3.13%, while Goldman Sachs GQG Partners International Opportunities Fund (GSINX) has a volatility of 3.76%. This indicates that SSGVX experiences smaller price fluctuations and is considered to be less risky than GSINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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