GPMCX vs. ALOIX
Compare and contrast key facts about Grandeur Peak Global Micro Cap Fund (GPMCX) and Virtus International Small-Cap Fund (ALOIX).
GPMCX is managed by Grandeur Peak Funds. It was launched on Oct 19, 2015. ALOIX is managed by Allianz. It was launched on Dec 30, 1997.
Performance
GPMCX vs. ALOIX - Performance Comparison
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GPMCX vs. ALOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GPMCX Grandeur Peak Global Micro Cap Fund | -9.47% | 13.25% | 3.22% | 12.46% | -31.66% | 17.27% | 53.02% | 23.79% | -17.74% | 31.50% |
ALOIX Virtus International Small-Cap Fund | 6.02% | 36.22% | 2.65% | 19.43% | -26.96% | 6.02% | 15.92% | 24.57% | -22.78% | 37.59% |
Returns By Period
In the year-to-date period, GPMCX achieves a -9.47% return, which is significantly lower than ALOIX's 6.02% return. Over the past 10 years, GPMCX has outperformed ALOIX with an annualized return of 7.95%, while ALOIX has yielded a comparatively lower 7.45% annualized return.
GPMCX
- 1D
- 2.78%
- 1M
- -7.56%
- YTD
- -9.47%
- 6M
- -9.14%
- 1Y
- 3.48%
- 3Y*
- 5.60%
- 5Y*
- -2.85%
- 10Y*
- 7.95%
ALOIX
- 1D
- 2.07%
- 1M
- -7.26%
- YTD
- 6.02%
- 6M
- 12.06%
- 1Y
- 38.55%
- 3Y*
- 18.41%
- 5Y*
- 5.43%
- 10Y*
- 7.45%
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GPMCX vs. ALOIX - Expense Ratio Comparison
GPMCX has a 1.85% expense ratio, which is higher than ALOIX's 1.04% expense ratio.
Return for Risk
GPMCX vs. ALOIX — Risk / Return Rank
GPMCX
ALOIX
GPMCX vs. ALOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Grandeur Peak Global Micro Cap Fund (GPMCX) and Virtus International Small-Cap Fund (ALOIX). 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.
| GPMCX | ALOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | 2.70 | -2.46 |
Sortino ratioReturn per unit of downside risk | 0.42 | 3.26 | -2.84 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.53 | -0.48 |
Calmar ratioReturn relative to maximum drawdown | 0.19 | 3.57 | -3.38 |
Martin ratioReturn relative to average drawdown | 0.61 | 13.91 | -13.30 |
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
| GPMCX | ALOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 2.70 | -2.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.19 | 0.36 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.45 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.29 | +0.24 |
Correlation
The correlation between GPMCX and ALOIX 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
GPMCX vs. ALOIX - Dividend Comparison
GPMCX's dividend yield for the trailing twelve months is around 3.68%, less than ALOIX's 4.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GPMCX Grandeur Peak Global Micro Cap Fund | 3.68% | 3.33% | 0.53% | 0.00% | 0.00% | 15.76% | 8.25% | 0.69% | 6.99% | 7.34% | 1.20% | 0.00% |
ALOIX Virtus International Small-Cap Fund | 4.28% | 4.54% | 3.50% | 4.93% | 1.25% | 19.08% | 1.38% | 1.62% | 18.17% | 1.52% | 1.04% | 0.54% |
Drawdowns
GPMCX vs. ALOIX - Drawdown Comparison
The maximum GPMCX drawdown since its inception was -44.27%, smaller than the maximum ALOIX drawdown of -79.29%. Use the drawdown chart below to compare losses from any high point for GPMCX and ALOIX.
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Drawdown Indicators
| GPMCX | ALOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.27% | -79.29% | +35.02% |
Max Drawdown (1Y)Largest decline over 1 year | -13.75% | -10.41% | -3.34% |
Max Drawdown (5Y)Largest decline over 5 years | -44.27% | -39.41% | -4.86% |
Max Drawdown (10Y)Largest decline over 10 years | -44.27% | -42.79% | -1.48% |
Current DrawdownCurrent decline from peak | -24.23% | -8.05% | -16.18% |
Average DrawdownAverage peak-to-trough decline | -15.01% | -35.07% | +20.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 2.71% | +1.57% |
Volatility
GPMCX vs. ALOIX - Volatility Comparison
Grandeur Peak Global Micro Cap Fund (GPMCX) and Virtus International Small-Cap Fund (ALOIX) have volatilities of 6.25% and 6.11%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GPMCX | ALOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.25% | 6.11% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 10.40% | 9.87% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.09% | 14.53% | +0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.02% | 15.03% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.79% | 16.61% | -1.82% |