Tracking daily moves in 1-Month returns seems limited. Playing...

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    Tracking daily moves in 1-Month returns seems limited. Playing with how to track relative performance beyond 1-Month.

    The table shows below all Morningstar numbers so it is busy. Suggestions how to simplify welcome.

    The table shows performance for 1-Day to 5-Years for the four GQG Funds as reported by Morningstar. Relative performance calculated with positive GQG relative performance in green cells, negative in red.

    Latest two trading days (21/4/2025 and 17/4/2025) shown in full with top four rows in the table showing the change in relative performance for the day.

    Some of the figures look odd, notably GQEIX 1-year returns moving from +3.09% to +5.62% (in orange) in one trading session which was reported as -1.64% return on the day. GQRIX also showed a big jump in 1-Year performance to 2.82% from 0.65% on the day. Not sure these longer reporting period results will stand.

    Anyway, positive 1-Day relative returns for three Funds from 24 to 58bps and -10bps for GQGIX being the outlier.

    https://hotcopper.com.au/data/attachments/6956/6956079-a50444a9ccbf2fdfab2235e49eb36b8a.jpg




 
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Last
$2.12
Change
-0.030(1.40%)
Mkt cap ! $6.265B
Open High Low Value Volume
$2.15 $2.16 $2.07 $8.154M 3.867M

Buyers (Bids)

No. Vol. Price($)
13 120183 $2.10
 

Sellers (Offers)

Price($) Vol. No.
$2.12 6228 3
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Last trade - 16.10pm 13/06/2025 (20 minute delay) ?
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