Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GQRPX (GQG Partners Global Quality Equity Fund Investor Shares) | 6.45% | 7.11% | 13.62% | 9.29% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GQRPX (GQG Partners Global Quality Equity Fund Investor Shares) | 03/29/2019 | 06/09/2026 |
| 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 (%) | -1.07 | 7.11 | 13.62 | 9.29 | NA | NA | NA | … | … | 6.45 | 0.67 | 19.98 | 19.56 | -3.94 | 17.02 | 14.55 | 12.70 |
| Sharpe Ratio | NA | 0.57 | 0.77 | 0.47 | NA | NA | NA | … | … | 1.51 | -0.17 | 1.03 | 1.26 | -0.29 | 1.29 | 0.47 | 1.53 |
| Standard Deviation(%) | NA | 9.03 | 13.79 | 14.66 | NA | NA | NA | … | … | 10.12 | 13.22 | 15.88 | 12.77 | 18.41 | 13.13 | 30.32 | 10.26 |
| Draw Down(%) | NA | 5.37 | 16.49 | 20.39 | NA | NA | NA | … | … | 5.37 | 16.49 | 10.94 | 8.23 | 20.39 | 7.39 | 28.88 | 4.79 |
| Yield(%) | 0.00 | 7.10 | 6.17 | 4.66 | 3.33 | 2.22 | 1.67 | … | … | 0.00 | 7.05 | 7.27 | 1.45 | 2.73 | 1.78 | 0.00 | 0.00 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| GQRPX (GQG Partners Global Quality Equity Fund Investor Shares) |
6.49%
Sep 2020 – Sep 2023 |
9.48%
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 |
|---|---|---|---|---|
| GQRPX (GQG Partners Global Quality Equity Fund Investor Shares) |
18.36%
Feb 2023 – Feb 2026 |
16.51%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart