GPGCX vs. MFWIX
Compare and contrast key facts about Grandeur Peak Global Contrarian Fund (GPGCX) and MFS Global Total Return Fund Class I (MFWIX).
GPGCX is managed by Grandeur Peak Funds. It was launched on Sep 16, 2019. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
GPGCX vs. MFWIX - Performance Comparison
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GPGCX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
GPGCX Grandeur Peak Global Contrarian Fund | -4.50% | 20.03% | 14.97% | 21.28% | -14.60% | 20.00% | 24.99% | 9.60% |
MFWIX MFS Global Total Return Fund Class I | 0.94% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 4.74% |
Returns By Period
In the year-to-date period, GPGCX achieves a -4.50% return, which is significantly lower than MFWIX's 0.94% return.
GPGCX
- 1D
- 2.38%
- 1M
- -9.19%
- YTD
- -4.50%
- 6M
- -1.96%
- 1Y
- 16.21%
- 3Y*
- 15.36%
- 5Y*
- 8.15%
- 10Y*
- —
MFWIX
- 1D
- 1.42%
- 1M
- -4.39%
- YTD
- 0.94%
- 6M
- 3.21%
- 1Y
- 12.92%
- 3Y*
- 9.39%
- 5Y*
- 4.91%
- 10Y*
- 6.34%
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GPGCX vs. MFWIX - Expense Ratio Comparison
GPGCX has a 1.35% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
GPGCX vs. MFWIX — Risk / Return Rank
GPGCX
MFWIX
GPGCX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Grandeur Peak Global Contrarian Fund (GPGCX) 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.
| GPGCX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.44 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.99 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.28 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.89 | -0.71 |
Martin ratioReturn relative to average drawdown | 4.10 | 7.31 | -3.21 |
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
| GPGCX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.44 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.54 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.71 | +0.11 |
Correlation
The correlation between GPGCX 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
GPGCX vs. MFWIX - Dividend Comparison
GPGCX's dividend yield for the trailing twelve months is around 16.39%, more than MFWIX's 8.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GPGCX Grandeur Peak Global Contrarian Fund | 16.39% | 15.65% | 7.19% | 1.92% | 2.98% | 5.88% | 1.70% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% |
MFWIX MFS Global Total Return Fund Class I | 8.68% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
GPGCX vs. MFWIX - Drawdown Comparison
The maximum GPGCX drawdown since its inception was -37.17%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for GPGCX and MFWIX.
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Drawdown Indicators
| GPGCX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.17% | -33.01% | -4.16% |
Max Drawdown (1Y)Largest decline over 1 year | -13.17% | -6.85% | -6.32% |
Max Drawdown (5Y)Largest decline over 5 years | -25.70% | -20.22% | -5.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.36% | — |
Current DrawdownCurrent decline from peak | -10.92% | -5.18% | -5.74% |
Average DrawdownAverage peak-to-trough decline | -6.36% | -3.83% | -2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.78% | 1.77% | +2.01% |
Volatility
GPGCX vs. MFWIX - Volatility Comparison
Grandeur Peak Global Contrarian Fund (GPGCX) has a higher volatility of 6.27% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.44%. This indicates that GPGCX'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
| GPGCX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.27% | 3.44% | +2.83% |
Volatility (6M)Calculated over the trailing 6-month period | 10.36% | 5.43% | +4.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.85% | 8.94% | +6.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.17% | 9.11% | +5.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 9.61% | +6.53% |