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GPEIX: Grandeur Peak Emerging Markets Opportunities I (MUTUAL FUND)
Basic Info 19.18 0.08(0.42%) September 24
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 12/17/2013 |
| Last Dividend Date: | 12/29/2020 |
| 12-Mo. Yield | 0.14% |
| Expenses | - |
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Performance Analytics (As of 09/24/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.3 | 14.7 | 40.1 | 19.6 | 12.4 | 9.9 | 31.0 | 23.6 | -20.5 | 28.3 | 6.9 | -5.1 | 7.6 | 0.9 |
| SR | NA | 1.54 | 3.0 | 1.06 | 0.79 | 0.69 | 1.19 | 2.26 | -1.91 | 4.52 | 0.56 | -0.39 | 0.95 | 5.02 |
| DD(%) | NA | 8.8 | 8.8 | 33.0 | 35.1 | 35.1 | 33.0 | 6.4 | 26.9 | 3.3 | 11.9 | 20.5 | 8.7 | 0.8 |
| SD(%) | NA | 13.4 | 13.3 | 17.9 | 14.8 | 13.7 | 25.8 | 9.8 | 11.4 | 6.2 | 11.9 | 13.2 | 8.0 | 5.7 |
| TR | NA | 0.33 | 0.6 | 0.24 | 0.16 | 0.14 | 0.35 | 0.32 | -0.36 | 0.6 | 0.11 | -0.08 | 0.17 | 1.15 |
| Alpha(%) | NA | 0.06 | 0.08 | 0.04 | 0.02 | 0.02 | 0.06 | 0.03 | -0.06 | 0.05 | 0.0 | 0.02 | 0.03 | 0.05 |
| Beta(%) | NA | 0.63 | 0.67 | 0.8 | 0.75 | 0.7 | 0.88 | 0.7 | 0.61 | 0.46 | 0.61 | 0.66 | 0.44 | 0.25 |
| RS | NA | 0.65 | 0.66 | 0.83 | 0.79 | 0.77 | 0.89 | 0.79 | 0.78 | 0.44 | 0.81 | 0.81 | 0.51 | 0.63 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/17/2013
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- VEIEX (Vanguard Emerging Mkts Stock Idx) 0.0% (99%)
- GEMMX (GMO Emerging Markets VI) 1.08% (97%)
- EMGYX (Wells Fargo Advantage Emerg Mkts Eq Adm) 1.06% (96%)
- DFEVX (DFA Emerging Markets Value I) 1.05% (96%)
- HIEMX (Virtus Emerging Markets Opportunities I) 0.16% (95%)
- AOTIX (Allianz AGIC Emerging Markets Opp I) 0.83% (95%)
- DEMSX (DFA Emerging Markets Small Cap I) 0.86% (95%)
- RNWFX (American Funds New World R5) 0.61% (95%)
- DFCEX (DFA Emerging Markets Core Equity I) 0.89% (94%)
- IJEMX (ING JPMorgan Emerging Mkts Eq Port I) 0.76% (94%)
Best ETFs
- EEM (iShares MSCI Emerging Markets) 1.19% (100%)
- ADRE (BLDRS Emerging Markets 50 ADR ETF) 1.33% (99%)
- BKF (iShares MSCI BRIC) 1.52% (99%)
- DEM (WisdomTree Emerging Markets Eq Inc ETF) 3.19% (98%)
- DGS (WisdomTree Emerging Markets SmCp Div ETF) 2.31% (98%)
- EWX (SPDR S&P Emerging Markets Small Cap ETF) 0.77% (98%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) 1.03% (98%)
- PXH (PowerShares FTSE RAFI Emerging Mkts ETF) 1.02% (97%)
- VWO (Vanguard FTSE Emerging Markets ETF) 1.10% (97%)
- SCHE (Schwab Emerging Markets Equity ETF) 1.23% (45%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 1.03% (100%)
- IHD (ING Emerging Market High Div. Equity) 0.27% (37%)
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