Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GQGIX (GQG Partners Emerg Markets Equity Instit) | 4.47% | -4.55% | 12.40% | 6.56% | NA | NA | NA | 8.97% |
Data as of 07/18/2025, AR inception is 01/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GQGIX (GQG Partners Emerg Markets Equity Instit) | 01/04/2017 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | -4.55 | 12.40 | 6.56 | NA | NA | NA | 8.97 | 4.47 | 6.19 | 28.81 | -20.85 | -2.37 | 33.98 | 21.08 | -14.70 | 30.07 |
| Sharpe Ratio | NA | -0.48 | 0.63 | 0.31 | NA | NA | NA | 0.41 | 0.37 | 0.16 | 2.18 | -1.27 | -0.14 | 1.21 | 2.04 | -1.12 | 2.86 |
| Standard Deviation(%) | NA | 16.08 | 14.42 | 15.87 | NA | NA | NA | 16.41 | 14.53 | 16.21 | 11.65 | 17.59 | 16.85 | 27.85 | 9.60 | 14.42 | 10.42 |
| Draw Down(%) | NA | 16.23 | 18.74 | 33.50 | NA | NA | NA | 33.50 | 9.29 | 15.53 | 6.70 | 26.54 | 15.57 | 30.38 | 7.23 | 27.72 | 5.55 |
| Yield(%) | 0.00 | 1.53 | 3.54 | 2.94 | 2.36 | 1.57 | 1.18 | 2.95 | 0.00 | 1.78 | 3.44 | 4.20 | 3.65 | 0.32 | 1.39 | 0.67 | 0.32 |
Data as of 07/18/2025, AR inception is 01/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GQGIX (GQG Partners Emerg Markets Equity Instit) |
-0.99%
Oct 2020 - Oct 2023 |
0.57%
Jan 2018 - Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GQGIX (GQG Partners Emerg Markets Equity Instit) |
19.37%
Oct 2018 - Oct 2021 |
11.77%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart