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RAIIX vs. GISOX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RAIIX vs. GISOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Manning & Napier Rainier International Discovery Series (RAIIX) and Grandeur Peak International Stalwarts Fund (GISOX). The values are adjusted to include any dividend payments, if applicable.

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RAIIX vs. GISOX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RAIIX
Manning & Napier Rainier International Discovery Series
-2.12%27.00%0.62%6.55%-30.41%14.09%41.45%24.94%-18.03%42.04%
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%

Returns By Period

In the year-to-date period, RAIIX achieves a -2.12% return, which is significantly higher than GISOX's -4.04% return. Over the past 10 years, RAIIX has outperformed GISOX with an annualized return of 7.61%, while GISOX has yielded a comparatively lower 5.95% annualized return.


RAIIX

1D
-0.75%
1M
-12.00%
YTD
-2.12%
6M
-2.81%
1Y
22.60%
3Y*
8.01%
5Y*
1.06%
10Y*
7.61%

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

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RAIIX vs. GISOX - Expense Ratio Comparison

RAIIX has a 1.12% expense ratio, which is lower than GISOX's 1.15% expense ratio.


Return for Risk

RAIIX vs. GISOX — Risk / Return Rank

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

RAIIX
RAIIX Risk / Return Rank: 7474
Overall Rank
RAIIX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
RAIIX Sortino Ratio Rank: 7777
Sortino Ratio Rank
RAIIX Omega Ratio Rank: 7373
Omega Ratio Rank
RAIIX Calmar Ratio Rank: 7272
Calmar Ratio Rank
RAIIX Martin Ratio Rank: 7171
Martin Ratio Rank

GISOX
GISOX Risk / Return Rank: 1818
Overall Rank
GISOX Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
GISOX Sortino Ratio Rank: 1818
Sortino Ratio Rank
GISOX Omega Ratio Rank: 1717
Omega Ratio Rank
GISOX Calmar Ratio Rank: 2020
Calmar Ratio Rank
GISOX Martin Ratio Rank: 1515
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.

RAIIX vs. GISOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Manning & Napier Rainier International Discovery Series (RAIIX) and Grandeur Peak International Stalwarts Fund (GISOX). 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.


RAIIXGISOXDifference

Sharpe ratio

Return per unit of total volatility

1.41

0.46

+0.94

Sortino ratio

Return per unit of downside risk

1.93

0.79

+1.14

Omega ratio

Gain probability vs. loss probability

1.28

1.10

+0.17

Calmar ratio

Return relative to maximum drawdown

1.66

0.60

+1.06

Martin ratio

Return relative to average drawdown

6.76

1.50

+5.26

RAIIX vs. GISOX - Sharpe Ratio Comparison

The current RAIIX Sharpe Ratio is 1.41, which is higher than the GISOX Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of RAIIX and GISOX, 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


RAIIXGISOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.41

0.46

+0.94

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.06

-0.18

+0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.32

+0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.33

+0.23

Correlation

The correlation between RAIIX and GISOX is 0.85, 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

RAIIX vs. GISOX - Dividend Comparison

RAIIX's dividend yield for the trailing twelve months is around 2.89%, more than GISOX's 0.53% yield.


TTM20252024202320222021202020192018201720162015
RAIIX
Manning & Napier Rainier International Discovery Series
2.89%2.83%0.14%1.31%0.00%11.60%1.67%0.28%0.38%0.13%0.00%0.05%
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%

Drawdowns

RAIIX vs. GISOX - Drawdown Comparison

The maximum RAIIX drawdown since its inception was -39.87%, smaller than the maximum GISOX drawdown of -47.98%. Use the drawdown chart below to compare losses from any high point for RAIIX and GISOX.


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Drawdown Indicators


RAIIXGISOXDifference

Max Drawdown

Largest peak-to-trough decline

-39.87%

-47.98%

+8.11%

Max Drawdown (1Y)

Largest decline over 1 year

-12.00%

-10.42%

-1.58%

Max Drawdown (5Y)

Largest decline over 5 years

-39.87%

-47.98%

+8.11%

Max Drawdown (10Y)

Largest decline over 10 years

-39.87%

-47.98%

+8.11%

Current Drawdown

Current decline from peak

-12.00%

-34.86%

+22.86%

Average Drawdown

Average peak-to-trough decline

-11.23%

-17.40%

+6.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.95%

4.17%

-1.22%

Volatility

RAIIX vs. GISOX - Volatility Comparison

The current volatility for Manning & Napier Rainier International Discovery Series (RAIIX) is 6.04%, while Grandeur Peak International Stalwarts Fund (GISOX) has a volatility of 7.57%. This indicates that RAIIX experiences smaller price fluctuations and is considered to be less risky than GISOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RAIIXGISOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.04%

7.57%

-1.53%

Volatility (6M)

Calculated over the trailing 6-month period

10.41%

11.70%

-1.29%

Volatility (1Y)

Calculated over the trailing 1-year period

15.50%

18.22%

-2.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.78%

19.77%

-2.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.85%

18.59%

-1.74%