Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GQEPX (GQG PARTNERS US SELECT QUALITY EQUITY FUND INVESTOR SHARES) | 5.49% | 4.26% | 12.75% | 9.85% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/28/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GQEPX (GQG PARTNERS US SELECT QUALITY EQUITY FUND INVESTOR SHARES) | 09/28/2018 | 06/11/2026 |
| 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 (%) | -0.80 | 4.26 | 12.75 | 9.85 | NA | NA | NA | … | … | 5.49 | -8.43 | 28.99 | 17.39 | -2.81 | 19.90 | 23.65 | 27.22 | -8.31 |
| Sharpe Ratio | NA | 0.32 | 0.67 | 0.49 | NA | NA | NA | … | … | 1.27 | -0.76 | 1.45 | 0.97 | -0.22 | 1.37 | 0.72 | 2.07 | -1.46 |
| Standard Deviation(%) | NA | 10.13 | 15.26 | 15.86 | NA | NA | NA | … | … | 11.11 | 15.12 | 17.55 | 14.30 | 19.26 | 14.51 | 32.53 | 12.42 | 21.18 |
| Draw Down(%) | NA | 6.77 | 18.97 | 20.49 | NA | NA | NA | … | … | 5.85 | 19.25 | 11.66 | 8.77 | 20.49 | 7.05 | 28.45 | 5.58 | 13.82 |
| Yield(%) | 0.00 | 6.45 | 5.34 | 4.57 | 3.78 | 2.52 | 1.89 | … | … | 0.00 | 6.17 | 6.61 | 0.52 | 4.11 | 1.78 | 0.74 | 0.81 | 0.09 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| GQEPX (GQG PARTNERS US SELECT QUALITY EQUITY FUND INVESTOR SHARES) |
8.21%
Sep 2020 – Sep 2023 |
10.54%
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 |
|---|---|---|---|---|
| GQEPX (GQG PARTNERS US SELECT QUALITY EQUITY FUND INVESTOR SHARES) |
23.55%
Dec 2018 – Dec 2021 |
19.34%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart