Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GUSYX (Grandeur Peak US Stalwarts Fund Institutional Class) | 9.42% | 13.46% | 11.97% | 0.29% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUSYX (Grandeur Peak US Stalwarts Fund Institutional Class) | 03/20/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.36 | 13.46 | 11.97 | 0.29 | NA | NA | NA | … | … | 9.42 | 3.80 | 5.63 | 22.00 | -35.29 | 21.39 | 111.61 |
| Sharpe Ratio | NA | 0.76 | 0.46 | -0.08 | NA | NA | NA | … | … | 1.19 | 0.04 | 0.11 | 0.91 | -1.06 | 1.18 | 5.42 |
| Standard Deviation(%) | NA | 19.01 | 20.73 | 23.96 | NA | NA | NA | … | … | 22.16 | 23.62 | 18.56 | 20.27 | 34.75 | 18.09 | 29.42 |
| Draw Down(%) | NA | 10.93 | 26.69 | 43.74 | NA | NA | NA | … | … | 10.93 | 26.69 | 11.06 | 21.03 | 38.54 | 12.64 | 8.90 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.38 | 0.55 | 0.37 | 0.28 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 2.10 | 1.18 |
Data as of 06/05/2026, Common starting date is 03/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUSYX (Grandeur Peak US Stalwarts Fund Institutional Class) |
-8.73%
Oct 2021 – Oct 2024 |
-0.09%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUSYX (Grandeur Peak US Stalwarts Fund Institutional Class) |
13.62%
Apr 2023 – Apr 2026 |
6.86%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart