Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GGSYX (GRANDEUR PEAK GLOBAL STALWARTS FUND INSTITUTIONAL CLASS) | 13.98% | 12.43% | 8.84% | -2.71% | 7.53% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GGSYX (GRANDEUR PEAK GLOBAL STALWARTS FUND INSTITUTIONAL CLASS) | 09/02/2015 | 06/04/2026 |
| 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 (%) | -1.06 | 12.43 | 8.84 | -2.71 | 7.53 | NA | NA | … | … | 13.98 | 2.89 | -4.36 | 17.19 | -39.38 | 21.17 | 41.14 | 32.34 | -14.90 | 31.58 | 8.29 | 5.35 |
| Sharpe Ratio | NA | 0.72 | 0.36 | -0.24 | 0.31 | NA | NA | … | … | 1.82 | 0.00 | -0.52 | 0.76 | -1.29 | 1.38 | 1.23 | 2.33 | -1.12 | 4.65 | 0.57 | 1.29 |
| Standard Deviation(%) | NA | 16.75 | 17.57 | 21.04 | 19.92 | NA | NA | … | … | 21.10 | 18.64 | 15.47 | 17.91 | 31.81 | 15.31 | 33.05 | 13.27 | 14.58 | 6.68 | 14.14 | 13.25 |
| Draw Down(%) | NA | 10.21 | 20.67 | 48.48 | 48.48 | NA | NA | … | … | 10.19 | 19.73 | 10.04 | 23.30 | 45.02 | 10.43 | 35.06 | 8.44 | 24.54 | 2.28 | 11.37 | 5.88 |
| Yield(%) | 0.00 | 0.13 | 0.20 | 2.17 | 3.78 | 2.81 | 2.11 | … | … | 0.00 | 0.14 | 0.00 | 0.45 | 0.11 | 11.53 | 4.28 | 2.31 | 2.82 | 1.92 | 0.24 | 0.06 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| GGSYX (GRANDEUR PEAK GLOBAL STALWARTS FUND INSTITUTIONAL CLASS) |
-13.13%
Oct 2021 – Oct 2024 |
-3.70%
Mar 2021 – Mar 2026 |
6.32%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGSYX (GRANDEUR PEAK GLOBAL STALWARTS FUND INSTITUTIONAL CLASS) |
31.30%
Dec 2018 – Dec 2021 |
21.51%
Oct 2016 – Oct 2021 |
8.01%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart