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GPGOX vs. GPIOX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GPGOX vs. GPIOX - Performance Comparison

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

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GPGOX vs. GPIOX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GPGOX
Grandeur Peak Global Opportunities Fund
-8.16%8.59%-10.10%16.25%-33.55%21.59%44.61%31.15%-17.95%32.53%
GPIOX
Grandeur Peak International Opportunities Fund
-9.42%11.78%-11.63%11.37%-34.48%18.43%36.89%28.23%-21.77%38.69%

Returns By Period

In the year-to-date period, GPGOX achieves a -8.16% return, which is significantly higher than GPIOX's -9.42% return. Over the past 10 years, GPGOX has outperformed GPIOX with an annualized return of 6.34%, while GPIOX has yielded a comparatively lower 4.39% annualized return.


GPGOX

1D
-0.32%
1M
-10.26%
YTD
-8.16%
6M
-9.29%
1Y
6.46%
3Y*
-0.33%
5Y*
-4.34%
10Y*
6.34%

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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GPGOX vs. GPIOX - Expense Ratio Comparison

GPGOX has a 1.54% expense ratio, which is lower than GPIOX's 1.55% expense ratio.


Return for Risk

GPGOX vs. GPIOX — Risk / Return Rank

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

GPGOX
GPGOX Risk / Return Rank: 1111
Overall Rank
GPGOX Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
GPGOX Sortino Ratio Rank: 1212
Sortino Ratio Rank
GPGOX Omega Ratio Rank: 1111
Omega Ratio Rank
GPGOX Calmar Ratio Rank: 1111
Calmar Ratio Rank
GPGOX Martin Ratio Rank: 1111
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.

GPGOX vs. GPIOX - Risk-Adjusted Trends Comparison

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


GPGOXGPIOXDifference

Sharpe ratio

Return per unit of total volatility

0.31

0.18

+0.14

Sortino ratio

Return per unit of downside risk

0.55

0.36

+0.19

Omega ratio

Gain probability vs. loss probability

1.07

1.05

+0.02

Calmar ratio

Return relative to maximum drawdown

0.27

0.12

+0.15

Martin ratio

Return relative to average drawdown

0.85

0.38

+0.47

GPGOX vs. GPIOX - Sharpe Ratio Comparison

The current GPGOX Sharpe Ratio is 0.31, which is higher than the GPIOX Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of GPGOX 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


GPGOXGPIOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.31

0.18

+0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.26

-0.34

+0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.38

0.00

+0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.01

+0.55

Correlation

The correlation between GPGOX and GPIOX is 0.90, 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

GPGOX vs. GPIOX - Dividend Comparison

GPGOX's dividend yield for the trailing twelve months is around 5.53%, more than GPIOX's 3.92% yield.


TTM20252024202320222021202020192018201720162015
GPGOX
Grandeur Peak Global Opportunities Fund
5.53%5.08%1.54%0.43%1.70%19.69%7.51%5.55%11.23%5.50%0.12%8.28%
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

GPGOX vs. GPIOX - Drawdown Comparison

The maximum GPGOX drawdown since its inception was -43.46%, smaller than the maximum GPIOX drawdown of -96.72%. Use the drawdown chart below to compare losses from any high point for GPGOX and GPIOX.


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Drawdown Indicators


GPGOXGPIOXDifference

Max Drawdown

Largest peak-to-trough decline

-43.46%

-96.72%

+53.26%

Max Drawdown (1Y)

Largest decline over 1 year

-13.06%

-13.37%

+0.31%

Max Drawdown (5Y)

Largest decline over 5 years

-43.46%

-45.01%

+1.55%

Max Drawdown (10Y)

Largest decline over 10 years

-43.46%

-96.72%

+53.26%

Current Drawdown

Current decline from peak

-33.26%

-94.70%

+61.44%

Average Drawdown

Average peak-to-trough decline

-12.23%

-58.27%

+46.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.08%

4.13%

-0.05%

Volatility

GPGOX vs. GPIOX - Volatility Comparison

The current volatility for Grandeur Peak Global Opportunities Fund (GPGOX) is 6.56%, while Grandeur Peak International Opportunities Fund (GPIOX) has a volatility of 7.45%. This indicates that GPGOX 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


GPGOXGPIOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.56%

7.45%

-0.89%

Volatility (6M)

Calculated over the trailing 6-month period

10.58%

11.06%

-0.48%

Volatility (1Y)

Calculated over the trailing 1-year period

16.44%

16.74%

-0.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.96%

16.61%

+0.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.84%

933.47%

-916.63%