WFGGX vs. GQFPX
Compare and contrast key facts about WCM Focused Global Growth Fund (WFGGX) and GQG Partners Global Quality Dividend Income Fund (GQFPX).
WFGGX is managed by WCM Investment Management. It was launched on Jun 27, 2013. GQFPX is managed by GQG Partners Inc. It was launched on Jun 29, 2021.
Performance
WFGGX vs. GQFPX - Performance Comparison
Loading graphics...
WFGGX vs. GQFPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WFGGX WCM Focused Global Growth Fund | -4.65% | 24.09% | 30.71% | 26.13% | -30.75% | 6.52% |
GQFPX GQG Partners Global Quality Dividend Income Fund | 10.08% | 19.29% | 4.81% | 15.09% | -1.13% | 5.03% |
Returns By Period
In the year-to-date period, WFGGX achieves a -4.65% return, which is significantly lower than GQFPX's 10.08% return.
WFGGX
- 1D
- 3.34%
- 1M
- -8.04%
- YTD
- -4.65%
- 6M
- -6.48%
- 1Y
- 20.12%
- 3Y*
- 21.12%
- 5Y*
- 9.16%
- 10Y*
- 13.77%
GQFPX
- 1D
- 0.37%
- 1M
- -2.10%
- YTD
- 10.08%
- 6M
- 11.45%
- 1Y
- 19.15%
- 3Y*
- 16.47%
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WFGGX vs. GQFPX - Expense Ratio Comparison
WFGGX has a 1.30% expense ratio, which is higher than GQFPX's 0.86% expense ratio.
Return for Risk
WFGGX vs. GQFPX — Risk / Return Rank
WFGGX
GQFPX
WFGGX vs. GQFPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WCM Focused Global Growth Fund (WFGGX) and GQG Partners Global Quality Dividend Income Fund (GQFPX). 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.
| WFGGX | GQFPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.58 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.86 | 2.03 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.33 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.96 | -1.35 |
Martin ratioReturn relative to average drawdown | 2.12 | 9.35 | -7.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WFGGX | GQFPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.58 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.87 | -0.14 |
Correlation
The correlation between WFGGX and GQFPX is 0.52, 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.
Dividends
WFGGX vs. GQFPX - Dividend Comparison
WFGGX's dividend yield for the trailing twelve months is around 3.93%, less than GQFPX's 4.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFGGX WCM Focused Global Growth Fund | 3.93% | 3.75% | 4.75% | 0.00% | 3.58% | 10.47% | 3.41% | 1.77% | 2.93% | 1.49% | 12.79% | 0.38% |
GQFPX GQG Partners Global Quality Dividend Income Fund | 4.83% | 5.32% | 3.71% | 3.69% | 5.18% | 1.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WFGGX vs. GQFPX - Drawdown Comparison
The maximum WFGGX drawdown since its inception was -36.91%, which is greater than GQFPX's maximum drawdown of -16.95%. Use the drawdown chart below to compare losses from any high point for WFGGX and GQFPX.
Loading graphics...
Drawdown Indicators
| WFGGX | GQFPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.91% | -16.95% | -19.96% |
Max Drawdown (1Y)Largest decline over 1 year | -12.62% | -9.37% | -3.25% |
Max Drawdown (5Y)Largest decline over 5 years | -36.91% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.91% | — | — |
Current DrawdownCurrent decline from peak | -9.71% | -2.80% | -6.91% |
Average DrawdownAverage peak-to-trough decline | -6.86% | -3.03% | -3.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.85% | 2.08% | +3.77% |
Volatility
WFGGX vs. GQFPX - Volatility Comparison
WCM Focused Global Growth Fund (WFGGX) has a higher volatility of 7.16% compared to GQG Partners Global Quality Dividend Income Fund (GQFPX) at 3.97%. This indicates that WFGGX's price experiences larger fluctuations and is considered to be riskier than GQFPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WFGGX | GQFPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.16% | 3.97% | +3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 14.48% | 6.99% | +7.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.07% | 12.37% | +10.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.17% | 12.88% | +7.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.06% | 12.88% | +6.18% |