GISOX vs. OPGIX
Compare and contrast key facts about Grandeur Peak International Stalwarts Fund (GISOX) and Invesco Global Opportunities Fund Class A (OPGIX).
GISOX is managed by Grandeur Peak Funds. It was launched on Aug 31, 2015. OPGIX is managed by Invesco. It was launched on Oct 22, 1990.
Performance
GISOX vs. OPGIX - Performance Comparison
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GISOX vs. OPGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GISOX Grandeur Peak International Stalwarts Fund | -4.04% | 9.82% | -10.00% | 14.58% | -37.61% | 24.41% | 38.16% | 31.57% | -17.66% | 36.78% |
OPGIX Invesco Global Opportunities Fund Class A | -2.76% | 7.12% | -7.47% | 17.34% | -41.63% | 0.02% | 39.82% | 27.74% | -18.26% | 52.59% |
Returns By Period
In the year-to-date period, GISOX achieves a -4.04% return, which is significantly lower than OPGIX's -2.76% return. Over the past 10 years, GISOX has outperformed OPGIX with an annualized return of 5.95%, while OPGIX has yielded a comparatively lower 5.38% annualized 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%
OPGIX
- 1D
- -1.29%
- 1M
- -10.08%
- YTD
- -2.76%
- 6M
- -3.84%
- 1Y
- 11.97%
- 3Y*
- 0.49%
- 5Y*
- -8.12%
- 10Y*
- 5.38%
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GISOX vs. OPGIX - Expense Ratio Comparison
GISOX has a 1.15% expense ratio, which is higher than OPGIX's 1.04% expense ratio.
Return for Risk
GISOX vs. OPGIX — Risk / Return Rank
GISOX
OPGIX
GISOX vs. OPGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Grandeur Peak International Stalwarts Fund (GISOX) and Invesco Global Opportunities Fund Class A (OPGIX). 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 | OPGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.66 | -0.19 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.08 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.14 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 0.17 | +0.43 |
Martin ratioReturn relative to average drawdown | 1.50 | 0.66 | +0.84 |
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 | OPGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.66 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.18 | -0.37 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.24 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.47 | -0.13 |
Correlation
The correlation between GISOX and OPGIX is 0.76, 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. OPGIX - Dividend Comparison
GISOX's dividend yield for the trailing twelve months is around 0.53%, more than OPGIX's 0.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
OPGIX Invesco Global Opportunities Fund Class A | 0.11% | 0.11% | 0.01% | 0.00% | 0.00% | 5.29% | 8.95% | 6.16% | 10.87% | 2.32% | 7.86% | 0.66% |
Drawdowns
GISOX vs. OPGIX - Drawdown Comparison
The maximum GISOX drawdown since its inception was -47.98%, smaller than the maximum OPGIX drawdown of -62.57%. Use the drawdown chart below to compare losses from any high point for GISOX and OPGIX.
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Drawdown Indicators
| GISOX | OPGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.98% | -62.57% | +14.59% |
Max Drawdown (1Y)Largest decline over 1 year | -10.42% | -10.97% | +0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -47.98% | -52.49% | +4.51% |
Max Drawdown (10Y)Largest decline over 10 years | -47.98% | -54.65% | +6.67% |
Current DrawdownCurrent decline from peak | -34.86% | -42.42% | +7.56% |
Average DrawdownAverage peak-to-trough decline | -17.40% | -15.63% | -1.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.17% | 4.32% | -0.15% |
Volatility
GISOX vs. OPGIX - Volatility Comparison
Grandeur Peak International Stalwarts Fund (GISOX) has a higher volatility of 7.57% compared to Invesco Global Opportunities Fund Class A (OPGIX) at 6.40%. This indicates that GISOX's price experiences larger fluctuations and is considered to be riskier than OPGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GISOX | OPGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.57% | 6.40% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 11.70% | 12.53% | -0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.22% | 19.32% | -1.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.77% | 22.56% | -2.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.59% | 22.50% | -3.91% |