TBGVX vs. GSIMX
Compare and contrast key facts about Tweedy, Browne International Value Fund (TBGVX) and Goldman Sachs GQG Partners International Opportunities Fund (GSIMX).
TBGVX is managed by Tweedy, Browne. It was launched on Jun 14, 1993. GSIMX is managed by Goldman Sachs. It was launched on Dec 15, 2016.
Performance
TBGVX vs. GSIMX - Performance Comparison
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TBGVX vs. GSIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TBGVX Tweedy, Browne International Value Fund | 3.44% | 23.86% | 2.47% | 12.48% | -7.52% | 15.62% | -1.00% | 14.64% | -6.72% | 14.49% |
GSIMX Goldman Sachs GQG Partners International Opportunities Fund | 4.76% | 20.85% | 9.66% | 22.10% | -11.06% | 12.50% | 15.77% | 27.64% | -6.04% | 29.92% |
Returns By Period
In the year-to-date period, TBGVX achieves a 3.44% return, which is significantly lower than GSIMX's 4.76% return.
TBGVX
- 1D
- 1.78%
- 1M
- -6.84%
- YTD
- 3.44%
- 6M
- 7.64%
- 1Y
- 19.21%
- 3Y*
- 11.46%
- 5Y*
- 7.94%
- 10Y*
- 7.70%
GSIMX
- 1D
- 0.94%
- 1M
- -3.92%
- YTD
- 4.76%
- 6M
- 8.19%
- 1Y
- 16.65%
- 3Y*
- 17.74%
- 5Y*
- 10.40%
- 10Y*
- —
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TBGVX vs. GSIMX - Expense Ratio Comparison
TBGVX has a 1.40% expense ratio, which is higher than GSIMX's 0.76% expense ratio.
Return for Risk
TBGVX vs. GSIMX — Risk / Return Rank
TBGVX
GSIMX
TBGVX vs. GSIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tweedy, Browne International Value Fund (TBGVX) 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.
| TBGVX | GSIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 1.37 | +0.21 |
Sortino ratioReturn per unit of downside risk | 2.13 | 1.81 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.29 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.88 | -0.15 |
Martin ratioReturn relative to average drawdown | 6.58 | 7.59 | -1.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TBGVX | GSIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 1.37 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.73 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.82 | -0.09 |
Correlation
The correlation between TBGVX and GSIMX is 0.70, 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.
Dividends
TBGVX vs. GSIMX - Dividend Comparison
TBGVX's dividend yield for the trailing twelve months is around 11.71%, more than GSIMX's 4.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBGVX Tweedy, Browne International Value Fund | 11.71% | 12.11% | 9.95% | 4.55% | 5.68% | 8.89% | 0.94% | 1.88% | 6.74% | 1.10% | 3.16% | 4.94% |
GSIMX Goldman Sachs GQG Partners International Opportunities Fund | 4.89% | 5.12% | 11.18% | 2.36% | 4.89% | 2.23% | 0.18% | 0.65% | 0.53% | 0.16% | 0.00% | 0.00% |
Drawdowns
TBGVX vs. GSIMX - Drawdown Comparison
The maximum TBGVX drawdown since its inception was -50.97%, which is greater than GSIMX's maximum drawdown of -28.84%. Use the drawdown chart below to compare losses from any high point for TBGVX and GSIMX.
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Drawdown Indicators
| TBGVX | GSIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.97% | -28.84% | -22.13% |
Max Drawdown (1Y)Largest decline over 1 year | -9.56% | -8.75% | -0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -17.71% | -25.37% | +7.66% |
Max Drawdown (10Y)Largest decline over 10 years | -31.18% | — | — |
Current DrawdownCurrent decline from peak | -7.46% | -5.23% | -2.23% |
Average DrawdownAverage peak-to-trough decline | -6.09% | -4.85% | -1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 2.17% | +0.49% |
Volatility
TBGVX vs. GSIMX - Volatility Comparison
Tweedy, Browne International Value Fund (TBGVX) and Goldman Sachs GQG Partners International Opportunities Fund (GSIMX) have volatilities of 4.70% and 4.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TBGVX | GSIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.70% | 4.80% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 7.39% | 7.38% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.36% | 12.48% | -0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.03% | 14.43% | -3.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.64% | 15.77% | -3.13% |