VNSYX vs. GQETX
Compare and contrast key facts about Natixis Vaughan Nelson Select Fund (VNSYX) and GMO Quality Fund (GQETX).
VNSYX is managed by Natixis Funds. It was launched on Jun 29, 2012. GQETX is managed by GMO. It was launched on Feb 6, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VNSYX or GQETX.
Correlation
The correlation between VNSYX and GQETX is 0.87, 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.
Performance
VNSYX vs. GQETX - Performance Comparison
Key characteristics
VNSYX:
0.53
GQETX:
1.76
VNSYX:
0.81
GQETX:
2.42
VNSYX:
1.10
GQETX:
1.31
VNSYX:
0.30
GQETX:
3.00
VNSYX:
2.46
GQETX:
10.54
VNSYX:
3.33%
GQETX:
1.85%
VNSYX:
15.52%
GQETX:
11.11%
VNSYX:
-44.49%
GQETX:
-41.46%
VNSYX:
-17.18%
GQETX:
-0.41%
Returns By Period
In the year-to-date period, VNSYX achieves a 3.56% return, which is significantly lower than GQETX's 5.58% return. Over the past 10 years, VNSYX has underperformed GQETX with an annualized return of 4.94%, while GQETX has yielded a comparatively higher 9.84% annualized return.
VNSYX
3.56%
0.98%
6.17%
6.42%
4.77%
4.94%
GQETX
5.58%
4.46%
7.21%
17.69%
15.71%
9.84%
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VNSYX vs. GQETX - Expense Ratio Comparison
VNSYX has a 0.85% expense ratio, which is higher than GQETX's 0.49% expense ratio.
Risk-Adjusted Performance
VNSYX vs. GQETX — Risk-Adjusted Performance Rank
VNSYX
GQETX
VNSYX vs. GQETX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Natixis Vaughan Nelson Select Fund (VNSYX) and GMO Quality Fund (GQETX). 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.
Dividends
VNSYX vs. GQETX - Dividend Comparison
VNSYX has not paid dividends to shareholders, while GQETX's dividend yield for the trailing twelve months is around 0.95%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VNSYX Natixis Vaughan Nelson Select Fund | 0.00% | 0.00% | 0.14% | 0.20% | 0.14% | 0.66% | 1.01% | 0.31% | 0.85% | 0.28% | 0.21% | 0.06% |
GQETX GMO Quality Fund | 0.95% | 1.00% | 0.99% | 1.28% | 5.25% | 1.37% | 1.44% | 1.93% | 1.66% | 1.72% | 2.18% | 2.19% |
Drawdowns
VNSYX vs. GQETX - Drawdown Comparison
The maximum VNSYX drawdown since its inception was -44.49%, which is greater than GQETX's maximum drawdown of -41.46%. Use the drawdown chart below to compare losses from any high point for VNSYX and GQETX. For additional features, visit the drawdowns tool.
Volatility
VNSYX vs. GQETX - Volatility Comparison
Natixis Vaughan Nelson Select Fund (VNSYX) has a higher volatility of 4.80% compared to GMO Quality Fund (GQETX) at 2.38%. This indicates that VNSYX's price experiences larger fluctuations and is considered to be riskier than GQETX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.