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.
Correlation
The correlation between WBELX and GQGPX is 0.81, 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
WBELX vs. GQGPX - Performance Comparison
Key characteristics
WBELX:
0.83
GQGPX:
-0.06
WBELX:
1.20
GQGPX:
0.03
WBELX:
1.15
GQGPX:
1.01
WBELX:
0.24
GQGPX:
-0.06
WBELX:
2.61
GQGPX:
-0.13
WBELX:
4.06%
GQGPX:
6.95%
WBELX:
12.77%
GQGPX:
16.28%
WBELX:
-49.28%
GQGPX:
-34.66%
WBELX:
-35.94%
GQGPX:
-11.27%
Returns By Period
In the year-to-date period, WBELX achieves a 3.89% return, which is significantly higher than GQGPX's 0.61% return.
WBELX
3.89%
2.78%
3.81%
10.23%
-1.26%
0.89%
GQGPX
0.61%
-0.12%
-7.36%
-0.61%
6.96%
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.
Dividends
WBELX vs. GQGPX - Dividend Comparison
WBELX's dividend yield for the trailing twelve months is around 0.24%, less than GQGPX's 1.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBELX William Blair Emerging Markets Leaders Fund | 0.24% | 0.25% | 0.78% | 0.00% | 0.49% | 0.17% | 0.72% | 1.41% | 0.67% | 0.14% | 0.32% | 0.24% |
GQGPX GQG Partners Emerging Markets Equity Fund | 1.49% | 1.50% | 2.53% | 5.52% | 2.27% | 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 -49.28%, which is greater than GQGPX's maximum drawdown of -34.66%. Use the drawdown chart below to compare losses from any high point for WBELX and GQGPX. For additional features, visit the drawdowns tool.
Volatility
WBELX vs. GQGPX - Volatility Comparison
William Blair Emerging Markets Leaders Fund (WBELX) and GQG Partners Emerging Markets Equity Fund (GQGPX) have volatilities of 3.57% and 3.50%, 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.