Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GISYX (GRANDEUR PEAK INTERNATIONAL STALWARTS FUND INSTITUTIONAL CLASS) | 14.80% | 6.09% | 5.58% | 3.07% | NA | NA | NA | 9.01% |
Data as of 07/18/2025, AR inception is 09/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GISYX (GRANDEUR PEAK INTERNATIONAL STALWARTS FUND INSTITUTIONAL CLASS) | 09/02/2015 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | 6.09 | 5.58 | 3.07 | NA | NA | NA | 9.01 | 14.80 | -9.78 | 14.89 | -37.47 | 24.72 | 38.50 | 31.92 | -17.40 | 36.85 | 5.22 | 7.84 |
| Sharpe Ratio | NA | 0.15 | 0.11 | 0.06 | NA | NA | NA | 0.36 | 1.19 | -0.91 | 0.66 | -1.32 | 1.63 | 1.23 | 2.52 | -1.33 | 5.57 | 0.35 | 2.01 |
| Standard Deviation(%) | NA | 19.30 | 19.62 | 19.97 | NA | NA | NA | 18.79 | 21.88 | 14.70 | 17.06 | 29.56 | 15.16 | 30.90 | 12.07 | 14.18 | 6.53 | 14.36 | 12.78 |
| Draw Down(%) | NA | 22.39 | 23.37 | 47.84 | NA | NA | NA | 47.84 | 19.09 | 11.58 | 22.96 | 45.73 | 10.00 | 33.60 | 7.24 | 26.17 | 2.62 | 11.32 | 5.31 |
| Yield(%) | 0.00 | 0.72 | 0.66 | 2.89 | 3.23 | 2.15 | 1.62 | 3.59 | 0.00 | 0.72 | 0.91 | 0.17 | 9.81 | 0.45 | 0.36 | 2.34 | 1.76 | 0.49 | 0.04 |
Data as of 07/18/2025, AR inception is 09/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GISYX (GRANDEUR PEAK INTERNATIONAL STALWARTS FUND INSTITUTIONAL CLASS) |
-13.46%
Dec 2021 - Dec 2024 |
2.26%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GISYX (GRANDEUR PEAK INTERNATIONAL STALWARTS FUND INSTITUTIONAL CLASS) |
31.59%
Dec 2018 - Dec 2021 |
20.83%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart