VNSYX vs. GQETX

In the year-to-date period, VNSYX achieves a -0.78% return, which is significantly lower than GQETX's 2.61% return. Over the past 10 years, VNSYX has outperformed GQETX with an annualized return of 11.27%, while GQETX has yielded a comparatively lower 9.45% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VNSYX has a 0.85% expense ratio, which is higher than GQETX's 0.49% expense ratio.

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.

The current VNSYX Sharpe Ratio is 0.24, which is lower than the GQETX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of VNSYX and GQETX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VNSYX has not paid dividends to shareholders, while GQETX's dividend yield for the trailing twelve months is around 4.80%.

The maximum VNSYX drawdown since its inception was -33.15%, smaller than the maximum GQETX drawdown of -41.46%. Use the drawdown chart below to compare losses from any high point for VNSYX and GQETX.

Natixis Vaughan Nelson Select Fund (VNSYX) and GMO Quality Fund (GQETX) have volatilities of 4.48% and 4.43%, 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.