GGSOX vs. GPIOX
Compare and contrast key facts about Grandeur Peak Global Stalwarts Fund (GGSOX) and Grandeur Peak International Opportunities Fund (GPIOX).
GGSOX is managed by Grandeur Peak Funds. It was launched on Aug 31, 2015. GPIOX is managed by Grandeur Peak Funds. It was launched on Oct 16, 2011.
Performance
GGSOX vs. GPIOX - Performance Comparison
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GGSOX vs. GPIOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GGSOX Grandeur Peak Global Stalwarts Fund | -4.15% | 2.60% | -4.60% | 16.89% | -39.55% | 20.91% | 40.70% | 32.07% | -15.13% | 31.39% |
GPIOX Grandeur Peak International Opportunities Fund | -9.42% | 11.78% | -11.63% | 11.37% | -34.48% | 18.43% | 36.89% | 28.23% | -21.77% | 38.69% |
Returns By Period
In the year-to-date period, GGSOX achieves a -4.15% return, which is significantly higher than GPIOX's -9.42% return. Over the past 10 years, GGSOX has outperformed GPIOX with an annualized return of 5.79%, while GPIOX has yielded a comparatively lower 4.39% annualized return.
GGSOX
- 1D
- -0.96%
- 1M
- -9.73%
- YTD
- -4.15%
- 6M
- -5.32%
- 1Y
- 5.66%
- 3Y*
- 2.17%
- 5Y*
- -4.55%
- 10Y*
- 5.79%
GPIOX
- 1D
- -0.67%
- 1M
- -11.57%
- YTD
- -9.42%
- 6M
- -10.75%
- 1Y
- 5.03%
- 3Y*
- -1.54%
- 5Y*
- -5.57%
- 10Y*
- 4.39%
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GGSOX vs. GPIOX - Expense Ratio Comparison
GGSOX has a 1.21% expense ratio, which is lower than GPIOX's 1.55% expense ratio.
Return for Risk
GGSOX vs. GPIOX — Risk / Return Rank
GGSOX
GPIOX
GGSOX vs. GPIOX - 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 Opportunities Fund (GPIOX). 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.
| GGSOX | GPIOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | 0.18 | +0.06 |
Sortino ratioReturn per unit of downside risk | 0.47 | 0.36 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.05 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.21 | 0.12 | +0.09 |
Martin ratioReturn relative to average drawdown | 0.60 | 0.38 | +0.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GGSOX | GPIOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 0.18 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.22 | -0.34 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.00 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.01 | +0.30 |
Correlation
The correlation between GGSOX and GPIOX is 0.86, 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
GGSOX vs. GPIOX - Dividend Comparison
GGSOX has not paid dividends to shareholders, while GPIOX's dividend yield for the trailing twelve months is around 3.92%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
GPIOX Grandeur Peak International Opportunities Fund | 3.92% | 3.55% | 2.26% | 0.62% | 0.03% | 13.37% | 3.40% | 3.50% | 13.44% | 3.45% | 2.26% | 4.56% |
Drawdowns
GGSOX vs. GPIOX - Drawdown Comparison
The maximum GGSOX drawdown since its inception was -48.71%, smaller than the maximum GPIOX drawdown of -96.72%. Use the drawdown chart below to compare losses from any high point for GGSOX and GPIOX.
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Drawdown Indicators
| GGSOX | GPIOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.71% | -96.72% | +48.01% |
Max Drawdown (1Y)Largest decline over 1 year | -11.38% | -13.37% | +1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -48.71% | -45.01% | -3.70% |
Max Drawdown (10Y)Largest decline over 10 years | -48.71% | -96.72% | +48.01% |
Current DrawdownCurrent decline from peak | -37.58% | -94.70% | +57.12% |
Average DrawdownAverage peak-to-trough decline | -17.40% | -58.27% | +40.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.95% | 4.13% | -0.18% |
Volatility
GGSOX vs. GPIOX - Volatility Comparison
The current volatility for Grandeur Peak Global Stalwarts Fund (GGSOX) is 6.93%, while Grandeur Peak International Opportunities Fund (GPIOX) has a volatility of 7.45%. This indicates that GGSOX experiences smaller price fluctuations and is considered to be less risky than GPIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GGSOX | GPIOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.93% | 7.45% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 11.53% | 11.06% | +0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.38% | 16.74% | +1.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.74% | 16.61% | +4.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.58% | 933.47% | -913.89% |