Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
GUSYX (Grandeur Peak US Stalwarts Fund Institutional Class) | 0.99% | 5.08% | 6.10% | 5.49% | NA | NA | NA | 16.69% |
Data as of 07/23/2025, AR inception is 03/20/2020
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
GUSYX (Grandeur Peak US Stalwarts Fund Institutional Class) | 03/20/2020 | 07/23/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 2.76 | 5.08 | 6.10 | 5.49 | NA | NA | NA | 16.69 | 0.99 | 5.63 | 22.00 | -35.29 | 21.39 | 111.61 |
Sharpe Ratio | NA | 0.02 | 0.14 | 0.14 | NA | NA | NA | 0.52 | -0.17 | 0.11 | 0.91 | -1.06 | 1.18 | 5.42 |
Standard Deviation(%) | NA | 24.51 | 23.60 | 23.88 | NA | NA | NA | 25.30 | 27.82 | 18.56 | 20.27 | 34.75 | 18.09 | 29.42 |
Draw Down(%) | NA | 26.69 | 26.69 | 43.74 | NA | NA | NA | 43.74 | 26.69 | 11.06 | 21.03 | 38.54 | 12.64 | 8.90 |
Yield(%) | 0.00 | 0.00 | 0.00 | 0.67 | 0.55 | 0.37 | 0.28 | 1.11 | 0.00 | 0.00 | 0.00 | 0.01 | 2.10 | 1.18 |
Data as of 07/23/2025, AR inception 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 |
6.17%
Jun 2020 - Jun 2025 |
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) |
7.46%
Jun 2022 - Jun 2025 |
6.86%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart