GGSOX vs. GISOX
GGSOX (Grandeur Peak Global Stalwarts Fund) and GISOX (Grandeur Peak International Stalwarts Fund) are both mutual funds - GGSOX is a Global Equities fund managed by Grandeur Peak Funds, while GISOX is a Foreign Small & Mid Cap Equities fund managed by Grandeur Peak Funds. Over the past 10 years, GGSOX returned 6.40%/yr vs 6.76%/yr for GISOX. Their correlation of 0.94 means they have usually moved in the same direction. GGSOX charges 1.21%/yr vs 1.15%/yr for GISOX.
Performance
GGSOX vs. GISOX - Performance Comparison
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Returns By Period
In the year-to-date period, GGSOX achieves a 7.43% return, which is significantly lower than GISOX's 10.86% return. Over the past 10 years, GGSOX has underperformed GISOX with an annualized return of 6.40%, while GISOX has yielded a comparatively higher 6.76% annualized return.
GGSOX
- 1D
- 3.64%
- 1M
- -5.29%
- 6M
- 3.64%
- YTD
- 7.43%
- 1Y
- 5.02%
- 3Y*
- 4.05%
- 5Y*
- -5.42%
- 10Y*
- 6.40%
- ALL TIME*
- 7.03%
GISOX
- 1D
- 3.83%
- 1M
- -5.98%
- 6M
- 8.45%
- YTD
- 10.86%
- 1Y
- 9.01%
- 3Y*
- 5.61%
- 5Y*
- -4.06%
- 10Y*
- 6.76%
- ALL TIME*
- 7.45%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
GGSOX vs. GISOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GGSOX Grandeur Peak Global Stalwarts Fund | 7.43% | 2.60% | -4.60% | 16.89% | -39.55% | 20.91% | 40.70% | 32.07% | -15.13% | 31.39% |
GISOX Grandeur Peak International Stalwarts Fund | 10.86% | 9.82% | -10.00% | 14.58% | -37.61% | 24.41% | 38.16% | 31.57% | -17.66% | 36.78% |
Correlation
The correlation between GGSOX and GISOX is 0.94, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.94 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.94 |
The correlation between GGSOX and GISOX has been stable across timeframes, ranging from 0.94 to 0.94 - a consistent structural relationship.
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Return for Risk
GGSOX vs. GISOX — Risk / Return Rank
GGSOX
GISOX
GGSOX vs. GISOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Grandeur Peak Global Stalwarts Fund (GGSOX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GGSOX | GISOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.09 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.31 | 0.65 | -0.34 |
| Martin ratioReturn relative to average drawdown | 0.77 | 1.93 | -1.16 |
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Drawdowns
GGSOX vs. GISOX - Drawdown Comparison
The maximum GGSOX drawdown since its inception was -48.71%, roughly equal to the maximum GISOX drawdown of -47.98%. Use the drawdown chart below to compare losses from any high point for GGSOX and GISOX.
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Drawdown Indicators
| GGSOX | GISOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.71% | -47.98% | -0.73% |
Max Drawdown (1Y)Largest decline over 1 year | -11.38% | -13.42% | +2.04% |
Max Drawdown (3Y)Largest decline over 3 years | -20.76% | -22.45% | +1.69% |
Max Drawdown (5Y)Largest decline over 5 years | -48.71% | -47.98% | -0.73% |
Max Drawdown (10Y)Largest decline over 10 years | -48.71% | -47.98% | -0.73% |
Current DrawdownCurrent decline from peak | -30.04% | -24.75% | -5.29% |
Average DrawdownAverage peak-to-trough decline | -17.72% | -17.54% | -0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.59% | 4.50% | +0.09% |
Volatility
GGSOX vs. GISOX - Volatility Comparison
The current volatility for Grandeur Peak Global Stalwarts Fund (GGSOX) is 6.70%, while Grandeur Peak International Stalwarts Fund (GISOX) has a volatility of 7.21%. This indicates that GGSOX 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
| GGSOX | GISOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 7.21% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 16.53% | 17.37% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.13% | 19.71% | -0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 20.59% | +0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.90% | 18.95% | +0.95% |
GGSOX vs. GISOX - Expense Ratio Comparison
GGSOX has a 1.21% expense ratio, which is higher than GISOX's 1.15% expense ratio.
Dividends
GGSOX vs. GISOX - Dividend Comparison
GGSOX has not paid dividends to shareholders, while GISOX's dividend yield for the trailing twelve months is around 0.45%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
GGSOX Grandeur Peak Global Stalwarts Fund | 0.00% | 0.00% | 0.00% | 0.11% | 0.00% | 10.61% | 3.19% | 1.62% | 3.30% | 1.63% | 0.08% |
GISOX Grandeur Peak International Stalwarts Fund | 0.45% | 0.50% | 0.45% | 0.54% | 0.10% | 8.61% | 0.21% | 0.14% | 2.76% | 1.38% | 0.29% |
Frequently Asked Questions
With a correlation of 0.94, GGSOX and GISOX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
GISOX has higher volatility (7.21%) compared to GGSOX (6.70%). In terms of maximum drawdown, GGSOX dropped -48.71% vs GISOX's -47.98%.
GISOX currently has the higher Sharpe Ratio (0.44 vs 0.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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