GISOX vs. HRIIX

Last updated Apr 1, 2026

Compare and contrast key facts about Grandeur Peak International Stalwarts Fund (GISOX) and Hood River International Opportunity Fund Investor Class (HRIIX).

GISOX is managed by Grandeur Peak Funds. It was launched on Aug 31, 2015. HRIIX is an actively managed fund by Hood River. It was launched on Aug 11, 2023.

Performance

GISOX vs. HRIIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Grandeur Peak International Stalwarts Fund (GISOX) and Hood River International Opportunity Fund Investor Class (HRIIX). The values are adjusted to include any dividend payments, if applicable.

GISOX vs. HRIIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
GISOX Grandeur Peak International Stalwarts Fund	-4.04%	9.82%	-10.00%	29.34%
HRIIX Hood River International Opportunity Fund Investor Class	6.14%	42.94%	19.95%	20.39%

Returns By Period

In the year-to-date period, GISOX achieves a -4.04% return, which is significantly lower than HRIIX's 6.14% return.

GISOX

• 1D: -0.35%
• 1M: -9.25%
• YTD: -4.04%
• 6M: -3.60%
• 1Y: 10.46%
• 3Y*: 1.48%
• 5Y*: -3.52%
• 10Y*: 5.95%

HRIIX

• 1D: -2.33%
• 1M: -13.38%
• YTD: 6.14%
• 6M: 13.09%
• 1Y: 70.72%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

GISOX vs. HRIIX - Expense Ratio Comparison

GISOX has a 1.15% expense ratio, which is lower than HRIIX's 1.51% expense ratio.

HRIIX

Hood River International Opportunity Fund Investor Class

GISOX

Grandeur Peak International Stalwarts Fund

Return for Risk

GISOX vs. HRIIX — Risk / Return Rank

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

GISOX

GISOX Risk / Return Rank: 18
GISOX Sharpe Ratio Rank: 18
GISOX Sortino Ratio Rank: 18
GISOX Omega Ratio Rank: 17
GISOX Calmar Ratio Rank: 20
GISOX Martin Ratio Rank: 15

HRIIX

HRIIX Risk / Return Rank: 97
HRIIX Sharpe Ratio Rank: 98
HRIIX Sortino Ratio Rank: 96
HRIIX Omega Ratio Rank: 94
HRIIX Calmar Ratio Rank: 98
HRIIX Martin Ratio Rank: 98

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.

GISOX vs. HRIIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Grandeur Peak International Stalwarts Fund (GISOX) and Hood River International Opportunity Fund Investor Class (HRIIX). 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.

	GISOX	HRIIX	Difference
Sharpe ratio Return per unit of total volatility	0.46	2.87	-2.40
Sortino ratio Return per unit of downside risk	0.79	3.49	-2.70
Omega ratio Gain probability vs. loss probability	1.10	1.49	-0.39
Calmar ratio Return relative to maximum drawdown	0.60	4.78	-4.19
Martin ratio Return relative to average drawdown	1.50	19.50	-18.00
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

GISOX vs. HRIIX - Sharpe Ratio Comparison

The current GISOX Sharpe Ratio is 0.46, which is lower than the HRIIX Sharpe Ratio of 2.87. The chart below compares the historical Sharpe Ratios of GISOX and HRIIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	GISOX	HRIIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.46	2.87	-2.40
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.18	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.32	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.33	1.80	-1.46

Correlation

The correlation between GISOX and HRIIX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

GISOX vs. HRIIX - Dividend Comparison

GISOX's dividend yield for the trailing twelve months is around 0.53%, less than HRIIX's 5.43% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
GISOX Grandeur Peak International Stalwarts Fund	0.53%	0.50%	0.45%	0.54%	0.10%	8.61%	0.21%	0.14%	2.76%	1.38%	0.29%
HRIIX Hood River International Opportunity Fund Investor Class	5.43%	5.76%	0.03%	1.41%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

GISOX vs. HRIIX - Drawdown Comparison

The maximum GISOX drawdown since its inception was -47.98%, which is greater than HRIIX's maximum drawdown of -24.78%. Use the drawdown chart below to compare losses from any high point for GISOX and HRIIX.

Drawdown Indicators

	GISOX	HRIIX	Difference
Max Drawdown Largest peak-to-trough decline	-47.98%	-24.78%	-23.20%
Max Drawdown (1Y) Largest decline over 1 year	-10.42%	-13.78%	+3.36%
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	-34.86%	-13.78%	-21.08%
Average Drawdown Average peak-to-trough decline	-17.40%	-3.59%	-13.81%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.17%	3.38%	+0.79%

Volatility

GISOX vs. HRIIX - Volatility Comparison

The current volatility for Grandeur Peak International Stalwarts Fund (GISOX) is 7.57%, while Hood River International Opportunity Fund Investor Class (HRIIX) has a volatility of 9.80%. This indicates that GISOX experiences smaller price fluctuations and is considered to be less risky than HRIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	GISOX	HRIIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.57%	9.80%	-2.23%
Volatility (6M) Calculated over the trailing 6-month period	11.70%	17.84%	-6.14%
Volatility (1Y) Calculated over the trailing 1-year period	18.22%	24.39%	-6.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.77%	21.43%	-1.66%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.59%	21.43%	-2.84%