GISOX vs. LZISX
Compare and contrast key facts about Grandeur Peak International Stalwarts Fund (GISOX) and Lazard International Small Cap Equity Portfolio (LZISX).
GISOX is managed by Grandeur Peak Funds. It was launched on Aug 31, 2015. LZISX is managed by Lazard. It was launched on Nov 30, 1993.
Performance
GISOX vs. LZISX - Performance Comparison
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GISOX vs. LZISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GISOX Grandeur Peak International Stalwarts Fund | -1.31% | 9.82% | -10.00% | 14.58% | -37.61% | 24.41% | 38.16% | 31.57% | -17.66% | 36.78% |
LZISX Lazard International Small Cap Equity Portfolio | 5.19% | 35.95% | -3.68% | 11.59% | -26.34% | 12.36% | 13.45% | 25.49% | -24.90% | 36.67% |
Returns By Period
In the year-to-date period, GISOX achieves a -1.31% return, which is significantly lower than LZISX's 5.19% return. Both investments have delivered pretty close results over the past 10 years, with GISOX having a 6.25% annualized return and LZISX not far behind at 5.94%.
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%
LZISX
- 1D
- 4.31%
- 1M
- -7.55%
- YTD
- 5.19%
- 6M
- 7.32%
- 1Y
- 36.48%
- 3Y*
- 12.74%
- 5Y*
- 3.89%
- 10Y*
- 5.94%
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GISOX vs. LZISX - Expense Ratio Comparison
GISOX has a 1.15% expense ratio, which is higher than LZISX's 1.14% expense ratio.
Return for Risk
GISOX vs. LZISX — Risk / Return Rank
GISOX
LZISX
GISOX vs. LZISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Grandeur Peak International Stalwarts Fund (GISOX) and Lazard International Small Cap Equity Portfolio (LZISX). 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 | LZISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 1.93 | -1.18 |
Sortino ratioReturn per unit of downside risk | 1.19 | 2.45 | -1.26 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.34 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 2.89 | -1.79 |
Martin ratioReturn relative to average drawdown | 2.75 | 11.49 | -8.75 |
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
| GISOX | LZISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 1.93 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | 0.23 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.35 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.40 | -0.05 |
Correlation
The correlation between GISOX and LZISX is 0.82, 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
GISOX vs. LZISX - Dividend Comparison
GISOX's dividend yield for the trailing twelve months is around 0.51%, less than LZISX's 1.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
LZISX Lazard International Small Cap Equity Portfolio | 1.82% | 1.91% | 1.89% | 2.08% | 5.44% | 36.78% | 2.07% | 2.10% | 4.62% | 0.00% | 2.96% | 0.69% |
Drawdowns
GISOX vs. LZISX - Drawdown Comparison
The maximum GISOX drawdown since its inception was -47.98%, smaller than the maximum LZISX drawdown of -65.43%. Use the drawdown chart below to compare losses from any high point for GISOX and LZISX.
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Drawdown Indicators
| GISOX | LZISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.98% | -65.43% | +17.45% |
Max Drawdown (1Y)Largest decline over 1 year | -10.42% | -12.10% | +1.68% |
Max Drawdown (5Y)Largest decline over 5 years | -47.98% | -42.01% | -5.97% |
Max Drawdown (10Y)Largest decline over 10 years | -47.98% | -44.80% | -3.18% |
Current DrawdownCurrent decline from peak | -33.01% | -8.31% | -24.70% |
Average DrawdownAverage peak-to-trough decline | -17.40% | -14.85% | -2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 3.05% | +1.14% |
Volatility
GISOX vs. LZISX - Volatility Comparison
The current volatility for Grandeur Peak International Stalwarts Fund (GISOX) is 8.16%, while Lazard International Small Cap Equity Portfolio (LZISX) has a volatility of 8.93%. This indicates that GISOX experiences smaller price fluctuations and is considered to be less risky than LZISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GISOX | LZISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.16% | 8.93% | -0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 12.04% | 15.31% | -3.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.40% | 19.12% | -0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.81% | 17.24% | +2.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.61% | 16.87% | +1.74% |