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CRNSX vs. GISOX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CRNSX vs. GISOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Catholic Responsible Investments International Small-Cap Fund (CRNSX) and Grandeur Peak International Stalwarts Fund (GISOX). The values are adjusted to include any dividend payments, if applicable.

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CRNSX vs. GISOX - Yearly Performance Comparison


2026 (YTD)2025202420232022
CRNSX
Catholic Responsible Investments International Small-Cap Fund
-0.09%27.12%7.72%12.24%-12.42%
GISOX
Grandeur Peak International Stalwarts Fund
-1.31%9.82%-10.00%14.58%-24.65%

Returns By Period

In the year-to-date period, CRNSX achieves a -0.09% return, which is significantly higher than GISOX's -1.31% return.


CRNSX

1D
2.57%
1M
-8.30%
YTD
-0.09%
6M
2.37%
1Y
21.40%
3Y*
12.96%
5Y*
10Y*

GISOX

1D
2.84%
1M
-5.34%
YTD
-1.31%
6M
-0.97%
1Y
12.29%
3Y*
2.43%
5Y*
-3.34%
10Y*
6.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CRNSX vs. GISOX - Expense Ratio Comparison

Both CRNSX and GISOX have an expense ratio of 1.15%.


Return for Risk

CRNSX vs. GISOX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CRNSX
CRNSX Risk / Return Rank: 7070
Overall Rank
CRNSX Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
CRNSX Sortino Ratio Rank: 7474
Sortino Ratio Rank
CRNSX Omega Ratio Rank: 7474
Omega Ratio Rank
CRNSX Calmar Ratio Rank: 6363
Calmar Ratio Rank
CRNSX Martin Ratio Rank: 6060
Martin Ratio Rank

GISOX
GISOX Risk / Return Rank: 2828
Overall Rank
GISOX Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
GISOX Sortino Ratio Rank: 3030
Sortino Ratio Rank
GISOX Omega Ratio Rank: 2525
Omega Ratio Rank
GISOX Calmar Ratio Rank: 3535
Calmar Ratio Rank
GISOX Martin Ratio Rank: 2121
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CRNSX vs. GISOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Catholic Responsible Investments International Small-Cap Fund (CRNSX) and Grandeur Peak International Stalwarts Fund (GISOX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


CRNSXGISOXDifference

Sharpe ratio

Return per unit of total volatility

1.52

0.75

+0.78

Sortino ratio

Return per unit of downside risk

2.05

1.19

+0.86

Omega ratio

Gain probability vs. loss probability

1.31

1.16

+0.15

Calmar ratio

Return relative to maximum drawdown

1.76

1.10

+0.65

Martin ratio

Return relative to average drawdown

6.95

2.75

+4.20

CRNSX vs. GISOX - Sharpe Ratio Comparison

The current CRNSX Sharpe Ratio is 1.52, which is higher than the GISOX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of CRNSX and GISOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CRNSXGISOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.52

0.75

+0.78

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.35

+0.14

Correlation

The correlation between CRNSX and GISOX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

CRNSX vs. GISOX - Dividend Comparison

CRNSX's dividend yield for the trailing twelve months is around 10.05%, more than GISOX's 0.51% yield.


TTM2025202420232022202120202019201820172016
CRNSX
Catholic Responsible Investments International Small-Cap Fund
10.05%10.39%2.63%2.37%1.94%0.00%0.00%0.00%0.00%0.00%0.00%
GISOX
Grandeur Peak International Stalwarts Fund
0.51%0.50%0.45%0.54%0.10%8.61%0.21%0.14%2.76%1.38%0.29%

Drawdowns

CRNSX vs. GISOX - Drawdown Comparison

The maximum CRNSX drawdown since its inception was -28.68%, smaller than the maximum GISOX drawdown of -47.98%. Use the drawdown chart below to compare losses from any high point for CRNSX and GISOX.


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Drawdown Indicators


CRNSXGISOXDifference

Max Drawdown

Largest peak-to-trough decline

-28.68%

-47.98%

+19.30%

Max Drawdown (1Y)

Largest decline over 1 year

-11.90%

-10.42%

-1.48%

Max Drawdown (5Y)

Largest decline over 5 years

-47.98%

Max Drawdown (10Y)

Largest decline over 10 years

-47.98%

Current Drawdown

Current decline from peak

-9.64%

-33.01%

+23.37%

Average Drawdown

Average peak-to-trough decline

-7.40%

-17.40%

+10.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.01%

4.19%

-1.18%

Volatility

CRNSX vs. GISOX - Volatility Comparison

The current volatility for Catholic Responsible Investments International Small-Cap Fund (CRNSX) is 6.57%, while Grandeur Peak International Stalwarts Fund (GISOX) has a volatility of 8.16%. This indicates that CRNSX experiences smaller price fluctuations and is considered to be less risky than GISOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CRNSXGISOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.57%

8.16%

-1.59%

Volatility (6M)

Calculated over the trailing 6-month period

9.66%

12.04%

-2.38%

Volatility (1Y)

Calculated over the trailing 1-year period

14.72%

18.40%

-3.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.14%

19.81%

-4.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.14%

18.61%

-3.47%