Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GQEIX (GQG PARTNERS US SELECT QUALITY EQUITY FUND INSTITUTIONAL SHARES) | 6.92% | 6.13% | 13.72% | 10.50% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/28/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GQEIX (GQG PARTNERS US SELECT QUALITY EQUITY FUND INSTITUTIONAL SHARES) | 09/28/2018 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 6.13 | 13.72 | 10.50 | NA | NA | NA | … | … | 6.92 | -8.17 | 29.20 | 17.77 | -2.69 | 19.88 | 23.88 | 27.35 | -8.29 |
| Sharpe Ratio | NA | 0.45 | 0.73 | 0.52 | NA | NA | NA | … | … | 1.47 | -0.74 | 1.46 | 1.00 | -0.21 | 1.37 | 0.72 | 2.10 | -1.45 |
| Standard Deviation(%) | NA | 10.18 | 15.29 | 15.86 | NA | NA | NA | … | … | 11.15 | 15.12 | 17.57 | 14.30 | 19.25 | 14.47 | 32.61 | 12.34 | 21.28 |
| Draw Down(%) | NA | 6.73 | 18.92 | 20.44 | NA | NA | NA | … | … | 5.82 | 19.08 | 11.65 | 8.73 | 20.44 | 7.09 | 28.48 | 5.48 | 13.82 |
| Yield(%) | 0.00 | 6.82 | 5.66 | 4.80 | 3.96 | 2.64 | 1.98 | … | … | 0.00 | 6.51 | 6.75 | 0.75 | 4.16 | 1.80 | 0.82 | 0.83 | 0.11 |
Data as of 06/05/2026, Common starting date is 09/28/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GQEIX (GQG PARTNERS US SELECT QUALITY EQUITY FUND INSTITUTIONAL SHARES) |
8.37%
Sep 2020 – Sep 2023 |
10.74%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GQEIX (GQG PARTNERS US SELECT QUALITY EQUITY FUND INSTITUTIONAL SHARES) |
23.66%
Dec 2018 – Dec 2021 |
19.52%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart