Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GGSOX (GRANDEUR PEAK GLOBAL STALWARTS FUND INVESTOR CLASS) | 9.84% | 7.77% | 7.26% | -3.76% | 6.87% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GGSOX (GRANDEUR PEAK GLOBAL STALWARTS FUND INVESTOR CLASS) | 09/02/2015 | 06/05/2026 |
| 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 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.36 | 7.77 | 7.26 | -3.76 | 6.87 | NA | NA | … | … | 9.84 | 3.62 | -4.60 | 16.89 | -39.55 | 20.91 | 40.70 | 32.07 | -15.12 | 31.20 | 8.07 | 5.24 |
| Sharpe Ratio | NA | 0.71 | 0.34 | -0.25 | 0.30 | NA | NA | … | … | 1.80 | 0.04 | -0.53 | 0.75 | -1.29 | 1.36 | 1.22 | 2.31 | -1.13 | 4.57 | 0.55 | 1.26 |
| Standard Deviation(%) | NA | 16.65 | 17.57 | 21.04 | 19.92 | NA | NA | … | … | 20.99 | 18.76 | 15.48 | 17.90 | 31.84 | 15.33 | 32.94 | 13.26 | 14.64 | 6.71 | 14.15 | 13.30 |
| Draw Down(%) | NA | 10.28 | 20.76 | 48.71 | 48.71 | NA | NA | … | … | 10.25 | 19.76 | 10.12 | 23.39 | 45.15 | 10.44 | 35.11 | 8.50 | 24.68 | 2.29 | 11.39 | 5.88 |
| Yield(%) | 0.00 | 0.00 | 0.04 | 2.10 | 3.65 | 2.71 | 2.03 | … | … | 0.00 | 0.00 | 0.00 | 0.13 | 0.00 | 11.64 | 4.31 | 2.11 | 2.69 | 1.92 | 0.10 | 0.05 |
Data as of 06/05/2026, Common starting date is 09/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGSOX (GRANDEUR PEAK GLOBAL STALWARTS FUND INVESTOR CLASS) |
-13.37%
Oct 2021 – Oct 2024 |
-3.94%
Mar 2021 – Mar 2026 |
6.06%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGSOX (GRANDEUR PEAK GLOBAL STALWARTS FUND INVESTOR CLASS) |
30.98%
Dec 2018 – Dec 2021 |
21.22%
Oct 2016 – Oct 2021 |
7.73%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart