Correlation
The correlation between WBELX and GQGPX is 0.57, 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.
WBELX vs. GQGPX
Compare and contrast key facts about William Blair Emerging Markets Leaders Fund (WBELX) and GQG Partners Emerging Markets Equity Fund (GQGPX).
WBELX is managed by William Blair. It was launched on Mar 25, 2008. GQGPX is managed by GQG Partners Inc. It was launched on Dec 27, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WBELX or GQGPX.
Performance
WBELX vs. GQGPX - Performance Comparison
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Key characteristics
WBELX:
0.72
GQGPX:
-0.21
WBELX:
0.82
GQGPX:
-0.32
WBELX:
1.11
GQGPX:
0.95
WBELX:
0.21
GQGPX:
-0.29
WBELX:
1.61
GQGPX:
-0.58
WBELX:
5.28%
GQGPX:
9.58%
WBELX:
16.29%
GQGPX:
17.32%
WBELX:
-45.26%
GQGPX:
-33.68%
WBELX:
-28.24%
GQGPX:
-10.09%
Returns By Period
In the year-to-date period, WBELX achieves a 6.81% return, which is significantly higher than GQGPX's 1.95% return.
WBELX
6.81%
5.22%
6.61%
11.66%
3.06%
3.72%
2.92%
GQGPX
1.95%
2.32%
0.95%
-3.63%
7.12%
9.43%
N/A
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WBELX vs. GQGPX - Expense Ratio Comparison
WBELX has a 1.05% expense ratio, which is lower than GQGPX's 1.22% expense ratio.
Risk-Adjusted Performance
WBELX vs. GQGPX — Risk-Adjusted Performance Rank
WBELX
GQGPX
WBELX vs. GQGPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Emerging Markets Leaders Fund (WBELX) and GQG Partners Emerging Markets Equity Fund (GQGPX). 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
WBELX vs. GQGPX - Dividend Comparison
WBELX's dividend yield for the trailing twelve months is around 0.23%, less than GQGPX's 1.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBELX William Blair Emerging Markets Leaders Fund | 0.23% | 0.25% | 0.78% | 0.99% | 8.24% | 1.01% | 0.88% | 10.92% | 0.67% | 0.14% | 0.47% | 2.82% |
GQGPX GQG Partners Emerging Markets Equity Fund | 1.47% | 1.50% | 2.53% | 5.52% | 3.78% | 0.15% | 2.39% | 0.59% | 0.17% | 0.00% | 0.00% | 0.00% |
Drawdowns
WBELX vs. GQGPX - Drawdown Comparison
The maximum WBELX drawdown since its inception was -45.26%, which is greater than GQGPX's maximum drawdown of -33.68%. Use the drawdown chart below to compare losses from any high point for WBELX and GQGPX.
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Volatility
WBELX vs. GQGPX - Volatility Comparison
William Blair Emerging Markets Leaders Fund (WBELX) has a higher volatility of 3.44% compared to GQG Partners Emerging Markets Equity Fund (GQGPX) at 2.71%. This indicates that WBELX's price experiences larger fluctuations and is considered to be riskier than GQGPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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