Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GPRIX (GRANDEUR PEAK GLOBAL REACH FUND GRANDEUR PEAK GLOBAL REACH FUND INSTITUTIONAL CLASS) | 5.87% | 10.27% | 8.56% | -1.65% | 8.34% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GPRIX (GRANDEUR PEAK GLOBAL REACH FUND GRANDEUR PEAK GLOBAL REACH FUND INSTITUTIONAL CLASS) | 06/27/2013 | 06/03/2026 |
| 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.86 | 10.27 | 8.56 | -1.65 | 8.34 | NA | NA | … | … | 5.87 | 9.18 | -0.61 | 15.10 | -34.36 | 20.05 | 41.57 | 29.62 | -15.63 | 30.78 | 7.82 | -0.25 | 8.41 | 19.39 |
| Sharpe Ratio | NA | 0.70 | 0.46 | -0.23 | 0.42 | NA | NA | … | … | 1.01 | 0.42 | -0.35 | 0.81 | -1.42 | 1.49 | 1.41 | 2.70 | -1.29 | 4.94 | 0.57 | -0.02 | 1.01 | 5.24 |
| Standard Deviation(%) | NA | 13.93 | 14.21 | 16.93 | 16.72 | NA | NA | … | … | 17.56 | 14.87 | 12.20 | 14.31 | 25.36 | 13.39 | 29.19 | 10.43 | 13.18 | 6.13 | 13.25 | 12.43 | 8.29 | 7.89 |
| Draw Down(%) | NA | 12.21 | 18.13 | 43.74 | 43.74 | NA | NA | … | … | 12.21 | 16.72 | 8.22 | 18.35 | 40.95 | 9.54 | 35.66 | 7.28 | 23.40 | 2.88 | 12.93 | 15.15 | 7.32 | 3.82 |
| Yield(%) | 0.00 | 17.17 | 8.53 | 5.99 | 8.88 | 7.84 | 5.88 | … | … | 0.00 | 18.06 | 5.98 | 0.43 | 0.04 | 15.81 | 10.65 | 3.42 | 8.59 | 1.87 | 0.33 | 3.80 | 1.39 | 1.17 |
Data as of 06/03/2026, Common starting date is 06/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPRIX (GRANDEUR PEAK GLOBAL REACH FUND GRANDEUR PEAK GLOBAL REACH FUND INSTITUTIONAL CLASS) |
-9.48%
Oct 2021 – Oct 2024 |
-2.31%
Mar 2021 – Mar 2026 |
5.98%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPRIX (GRANDEUR PEAK GLOBAL REACH FUND GRANDEUR PEAK GLOBAL REACH FUND INSTITUTIONAL CLASS) |
30.12%
Dec 2018 – Dec 2021 |
20.18%
Oct 2016 – Oct 2021 |
9.19%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart