Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GQRIX (GQG PARTNERS GLOBAL QUALITY EQUITY FUND INSTITUTIONAL SHARES) | 6.78% | 7.81% | 13.86% | 9.51% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GQRIX (GQG PARTNERS GLOBAL QUALITY EQUITY FUND INSTITUTIONAL SHARES) | 03/29/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.69 | 7.81 | 13.86 | 9.51 | NA | NA | NA | … | … | 6.78 | 0.91 | 20.19 | 19.79 | -3.81 | 17.21 | 14.75 | 12.84 |
| Sharpe Ratio | NA | 0.72 | 0.82 | 0.51 | NA | NA | NA | … | … | 1.70 | -0.15 | 1.05 | 1.27 | -0.29 | 1.31 | 0.48 | 1.55 |
| Standard Deviation(%) | NA | 8.97 | 13.80 | 14.64 | NA | NA | NA | … | … | 10.14 | 13.22 | 15.83 | 12.77 | 18.37 | 13.13 | 30.34 | 10.24 |
| Draw Down(%) | NA | 5.40 | 16.47 | 20.29 | NA | NA | NA | … | … | 5.40 | 16.47 | 10.90 | 8.21 | 20.29 | 7.37 | 28.86 | 4.70 |
| Yield(%) | 0.00 | 7.43 | 6.41 | 4.85 | 3.50 | 2.33 | 1.75 | … | … | 0.00 | 7.37 | 7.40 | 1.67 | 2.78 | 1.91 | 0.12 | 0.04 |
Data as of 06/04/2026, Common starting date is 03/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GQRIX (GQG PARTNERS GLOBAL QUALITY EQUITY FUND INSTITUTIONAL SHARES) |
6.64%
Sep 2020 – Sep 2023 |
9.67%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GQRIX (GQG PARTNERS GLOBAL QUALITY EQUITY FUND INSTITUTIONAL SHARES) |
18.63%
Feb 2023 – Feb 2026 |
16.72%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart