Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GQGPX (GQG Partners Emerg Markets Equity Invest) | 5.99% | 13.96% | 12.95% | 2.92% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GQGPX (GQG Partners Emerg Markets Equity Invest) | 01/04/2017 | 06/04/2026 |
| 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 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.85 | 13.96 | 12.95 | 2.92 | NA | NA | NA | … | … | 5.99 | 9.67 | 6.00 | 28.47 | -21.01 | -2.52 | 33.74 | 22.73 | -14.92 | 29.68 |
| Sharpe Ratio | NA | 0.99 | 0.72 | 0.06 | NA | NA | NA | … | … | 1.00 | 0.56 | 0.15 | 2.15 | -1.28 | -0.15 | 1.20 | 2.22 | -1.14 | 2.82 |
| Standard Deviation(%) | NA | 11.28 | 13.87 | 14.69 | NA | NA | NA | … | … | 14.25 | 12.09 | 16.19 | 11.66 | 17.61 | 16.81 | 27.85 | 9.59 | 14.39 | 10.45 |
| Draw Down(%) | NA | 9.12 | 18.83 | 30.02 | NA | NA | NA | … | … | 9.12 | 9.29 | 15.58 | 6.73 | 26.60 | 15.68 | 30.39 | 7.18 | 27.85 | 5.64 |
| Yield(%) | 0.00 | 2.02 | 2.38 | 2.45 | 2.69 | 1.79 | 1.34 | … | … | 0.00 | 2.05 | 1.57 | 3.21 | 4.08 | 3.52 | 0.20 | 2.86 | 0.49 | 0.23 |
Data as of 06/04/2026, Common starting date is 01/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GQGPX (GQG Partners Emerg Markets Equity Invest) |
-1.20%
Oct 2020 – Oct 2023 |
0.68%
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 |
|---|---|---|---|---|
| GQGPX (GQG Partners Emerg Markets Equity Invest) |
19.75%
Oct 2018 – Oct 2021 |
11.53%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart