Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GISOX (GRANDEUR PEAK INTERNATIONAL STALWARTS FUND INVESTOR CLASS) | 20.18% | 19.38% | 9.85% | -1.32% | 7.87% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GISOX (GRANDEUR PEAK INTERNATIONAL STALWARTS FUND INVESTOR 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 (%) | -0.89 | 19.38 | 9.85 | -1.32 | 7.87 | NA | NA | … | … | 20.18 | 9.82 | -10.00 | 14.58 | -37.61 | 24.41 | 38.16 | 31.57 | -17.65 | 36.49 | 5.04 | 7.80 |
| Sharpe Ratio | NA | 1.09 | 0.42 | -0.18 | 0.35 | NA | NA | … | … | 2.67 | 0.38 | -0.93 | 0.64 | -1.33 | 1.61 | 1.22 | 2.49 | -1.35 | 5.52 | 0.34 | 2.01 |
| Standard Deviation(%) | NA | 17.02 | 17.41 | 20.13 | 18.98 | NA | NA | … | … | 21.86 | 18.39 | 14.67 | 17.12 | 29.49 | 15.14 | 30.83 | 12.07 | 14.18 | 6.52 | 14.35 | 12.69 |
| Draw Down(%) | NA | 10.42 | 22.45 | 47.98 | 47.98 | NA | NA | … | … | 9.67 | 19.07 | 11.59 | 23.10 | 45.85 | 10.01 | 33.66 | 7.33 | 26.34 | 2.63 | 11.32 | 5.31 |
| Yield(%) | 0.00 | 0.50 | 0.53 | 1.97 | 2.68 | 2.05 | 1.53 | … | … | 0.00 | 0.55 | 0.41 | 0.61 | 0.06 | 9.83 | 0.28 | 0.18 | 2.20 | 1.58 | 0.31 | 0.00 |
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 |
|---|---|---|---|---|
| GISOX (GRANDEUR PEAK INTERNATIONAL STALWARTS FUND INVESTOR CLASS) |
-13.67%
Dec 2021 – Dec 2024 |
-2.98%
Mar 2021 – Mar 2026 |
6.15%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GISOX (GRANDEUR PEAK INTERNATIONAL STALWARTS FUND INVESTOR CLASS) |
31.26%
Dec 2018 – Dec 2021 |
20.51%
Dec 2016 – Dec 2021 |
8.15%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart