GQGIX
GQG Partners Emerging Markets Equity Fund Institutional Shares
Mutual fund
$19.58+0.18 (+0.93%)Close Oct 2, 2026
Dec 28, 2016 – Oct 2, 2026, Dividends reinvested
- Final balance
- $23,511
- CAGR
- +9.15%
- Max drawdown
- −33.50%
- Sharpe ratio
- 0.63
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +2.51%
- 3M
- +5.72%
- 6M
- +6.41%
- YTD
- +10.00%
- 1Y
- +13.64%
- 3Y
- +12.89%
- 5Y
- +5.37%
- Since 2016
- +9.15%
Metrics
Since 2016| Volatility | 15.83% |
|---|---|
| Sortino ratio | 0.87 |
| Calmar ratio | 0.27 |
| Best year, 2020 | +33.98% |
| Worst year, 2022 | −20.85% |
| Positive years | 6 of 9 |
| Longest drawdown | 3.1 years |
Worst drawdowns
Since 2016| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −33.5% | Feb 2021 | Sep 2022 | Mar 2024 | 3.1 years |
| −33.0% | Jan 2018 | Mar 2020 | Jul 2020 | 2.5 years |
| −18.7% | Jul 2024 | Apr 2025 | Jan 2026 | 1.5 years |
| −9.1% | Feb 2026 | Mar 2026 | May 2026 | 2 months |
| −7.1% | Sep 2020 | Sep 2020 | Oct 2020 | 1 month |
Annual returns
2016 from Dec 28 · 2026 through Oct 2