GGSOX vs. MFWIX
Compare and contrast key facts about Grandeur Peak Global Stalwarts Fund (GGSOX) and MFS Global Total Return Fund Class I (MFWIX).
GGSOX is managed by Grandeur Peak Funds. It was launched on Aug 31, 2015. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
GGSOX vs. MFWIX - Performance Comparison
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GGSOX vs. MFWIX - 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% |
MFWIX MFS Global Total Return Fund Class I | -0.47% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
Returns By Period
In the year-to-date period, GGSOX achieves a -4.15% return, which is significantly lower than MFWIX's -0.47% return. Over the past 10 years, GGSOX has underperformed MFWIX with an annualized return of 5.79%, while MFWIX has yielded a comparatively higher 6.19% 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%
MFWIX
- 1D
- 0.24%
- 1M
- -6.50%
- YTD
- -0.47%
- 6M
- 2.00%
- 1Y
- 11.28%
- 3Y*
- 8.88%
- 5Y*
- 4.75%
- 10Y*
- 6.19%
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GGSOX vs. MFWIX - Expense Ratio Comparison
GGSOX has a 1.21% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
GGSOX vs. MFWIX — Risk / Return Rank
GGSOX
MFWIX
GGSOX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Grandeur Peak Global Stalwarts Fund (GGSOX) and MFS Global Total Return Fund Class I (MFWIX). 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 | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | 1.29 | -1.05 |
Sortino ratioReturn per unit of downside risk | 0.47 | 1.77 | -1.30 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.25 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.21 | 1.59 | -1.38 |
Martin ratioReturn relative to average drawdown | 0.60 | 6.26 | -5.66 |
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 | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 1.29 | -1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.22 | 0.52 | -0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.65 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.71 | -0.39 |
Correlation
The correlation between GGSOX and MFWIX is 0.78, 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. MFWIX - Dividend Comparison
GGSOX has not paid dividends to shareholders, while MFWIX's dividend yield for the trailing twelve months is around 8.81%.
| 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% |
MFWIX MFS Global Total Return Fund Class I | 8.81% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
GGSOX vs. MFWIX - Drawdown Comparison
The maximum GGSOX drawdown since its inception was -48.71%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for GGSOX and MFWIX.
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Drawdown Indicators
| GGSOX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.71% | -33.01% | -15.70% |
Max Drawdown (1Y)Largest decline over 1 year | -11.38% | -6.85% | -4.53% |
Max Drawdown (5Y)Largest decline over 5 years | -48.71% | -20.22% | -28.49% |
Max Drawdown (10Y)Largest decline over 10 years | -48.71% | -23.36% | -25.35% |
Current DrawdownCurrent decline from peak | -37.58% | -6.50% | -31.08% |
Average DrawdownAverage peak-to-trough decline | -17.40% | -3.83% | -13.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.95% | 1.74% | +2.21% |
Volatility
GGSOX vs. MFWIX - Volatility Comparison
Grandeur Peak Global Stalwarts Fund (GGSOX) has a higher volatility of 6.93% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that GGSOX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GGSOX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.93% | 3.04% | +3.89% |
Volatility (6M)Calculated over the trailing 6-month period | 11.53% | 5.25% | +6.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.38% | 8.85% | +9.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.74% | 9.09% | +11.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.58% | 9.60% | +9.98% |