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GPGCX vs. GPIOX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GPGCX vs. GPIOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Grandeur Peak Global Contrarian Fund (GPGCX) and Grandeur Peak International Opportunities Fund (GPIOX). The values are adjusted to include any dividend payments, if applicable.

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GPGCX vs. GPIOX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
GPGCX
Grandeur Peak Global Contrarian Fund
-6.73%20.03%14.97%21.28%-14.60%20.00%24.99%9.60%
GPIOX
Grandeur Peak International Opportunities Fund
-9.42%11.78%-11.63%11.37%-34.48%18.43%36.89%10.74%

Returns By Period

In the year-to-date period, GPGCX achieves a -6.73% return, which is significantly higher than GPIOX's -9.42% return.


GPGCX

1D
-0.38%
1M
-12.70%
YTD
-6.73%
6M
-4.50%
1Y
13.72%
3Y*
14.45%
5Y*
7.93%
10Y*

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

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GPGCX vs. GPIOX - Expense Ratio Comparison

GPGCX has a 1.35% expense ratio, which is lower than GPIOX's 1.55% expense ratio.


Return for Risk

GPGCX vs. GPIOX — Risk / Return Rank

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

GPGCX
GPGCX Risk / Return Rank: 3333
Overall Rank
GPGCX Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
GPGCX Sortino Ratio Rank: 3838
Sortino Ratio Rank
GPGCX Omega Ratio Rank: 3333
Omega Ratio Rank
GPGCX Calmar Ratio Rank: 3030
Calmar Ratio Rank
GPGCX Martin Ratio Rank: 2828
Martin Ratio Rank

GPIOX
GPIOX Risk / Return Rank: 99
Overall Rank
GPIOX Sharpe Ratio Rank: 99
Sharpe Ratio Rank
GPIOX Sortino Ratio Rank: 99
Sortino Ratio Rank
GPIOX Omega Ratio Rank: 99
Omega Ratio Rank
GPIOX Calmar Ratio Rank: 88
Calmar Ratio Rank
GPIOX Martin Ratio Rank: 88
Martin Ratio Rank
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.

GPGCX vs. GPIOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Grandeur Peak Global Contrarian Fund (GPGCX) 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.


GPGCXGPIOXDifference

Sharpe ratio

Return per unit of total volatility

0.82

0.18

+0.64

Sortino ratio

Return per unit of downside risk

1.22

0.36

+0.85

Omega ratio

Gain probability vs. loss probability

1.16

1.05

+0.11

Calmar ratio

Return relative to maximum drawdown

0.86

0.12

+0.74

Martin ratio

Return relative to average drawdown

3.03

0.38

+2.65

GPGCX vs. GPIOX - Sharpe Ratio Comparison

The current GPGCX Sharpe Ratio is 0.82, which is higher than the GPIOX Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of GPGCX and GPIOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GPGCXGPIOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.82

0.18

+0.64

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

-0.34

+0.90

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

0.01

+0.79

Correlation

The correlation between GPGCX and GPIOX is 0.84, 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

GPGCX vs. GPIOX - Dividend Comparison

GPGCX's dividend yield for the trailing twelve months is around 16.78%, more than GPIOX's 3.92% yield.


TTM20252024202320222021202020192018201720162015
GPGCX
Grandeur Peak Global Contrarian Fund
16.78%15.65%7.19%1.92%2.98%5.88%1.70%0.27%0.00%0.00%0.00%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

GPGCX vs. GPIOX - Drawdown Comparison

The maximum GPGCX drawdown since its inception was -37.17%, smaller than the maximum GPIOX drawdown of -96.72%. Use the drawdown chart below to compare losses from any high point for GPGCX and GPIOX.


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Drawdown Indicators


GPGCXGPIOXDifference

Max Drawdown

Largest peak-to-trough decline

-37.17%

-96.72%

+59.55%

Max Drawdown (1Y)

Largest decline over 1 year

-13.17%

-13.37%

+0.20%

Max Drawdown (5Y)

Largest decline over 5 years

-25.70%

-45.01%

+19.31%

Max Drawdown (10Y)

Largest decline over 10 years

-96.72%

Current Drawdown

Current decline from peak

-13.00%

-94.70%

+81.70%

Average Drawdown

Average peak-to-trough decline

-6.36%

-58.27%

+51.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.71%

4.13%

-0.42%

Volatility

GPGCX vs. GPIOX - Volatility Comparison

The current volatility for Grandeur Peak Global Contrarian Fund (GPGCX) is 5.62%, while Grandeur Peak International Opportunities Fund (GPIOX) has a volatility of 7.45%. This indicates that GPGCX 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


GPGCXGPIOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.62%

7.45%

-1.83%

Volatility (6M)

Calculated over the trailing 6-month period

10.09%

11.06%

-0.97%

Volatility (1Y)

Calculated over the trailing 1-year period

15.71%

16.74%

-1.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.13%

16.61%

-2.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.12%

933.47%

-917.35%