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GPGIX: GRANDEUR PEAK GLOBAL OPPORTUNITIES FUND GRANDEUR PEAK GLOBAL OPPORTUNITIES FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 3.81 0.08(2.06%) June 05
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (25%) |
| Start Date: | 10/28/2011 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 5.17% |
| Expenses | 1.59% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.1 | 8.2 | 11.7 | 5.6 | -6.5 | 5.3 | 7.7 | 9.0 | -10.0 | 16.4 | -34.4 | 2.0 | 35.2 | 31.5 | -18.1 | 32.6 | 7.0 | 1.6 | 3.8 | 38.4 | 27.8 | -7.0 |
| Sharpe Ratio | NA | 0.95 | 0.59 | 0.16 | -0.48 | 0.2 | 0.39 | 0.38 | -1.04 | 0.89 | -1.48 | 0.09 | 1.13 | 2.58 | -1.45 | 3.37 | 0.49 | 0.12 | 0.39 | 4.06 | 2.17 | -1.35 |
| Draw Down(%) | NA | 13.0 | 13.0 | 23.7 | 52.8 | 52.8 | 52.8 | 17.9 | 11.4 | 18.6 | 41.1 | 20.0 | 34.9 | 7.0 | 26.3 | 4.8 | 12.0 | 14.9 | 9.6 | 5.5 | 11.1 | 12.1 |
| Standard Deviation(%) | NA | 18.8 | 15.3 | 15.3 | 18.9 | 18.3 | 16.7 | 16.2 | 13.2 | 14.6 | 24.3 | 22.1 | 30.9 | 11.6 | 13.4 | 9.5 | 13.8 | 13.1 | 9.6 | 9.5 | 12.9 | 25.6 |
| Treynor Ratio | NA | 0.22 | 0.11 | 0.03 | -0.09 | 0.04 | 0.07 | 0.06 | -0.15 | 0.13 | -0.33 | 0.02 | 0.35 | 0.3 | -0.22 | 0.47 | 0.09 | 0.02 | 0.05 | 0.6 | 0.39 | -0.42 |
| Alpha | NA | 0.0 | -0.04 | -0.04 | -0.05 | -0.01 | 0.01 | -0.08 | -0.06 | 0.0 | -0.09 | -0.01 | 0.08 | 0.03 | -0.02 | 0.05 | 0.01 | 0.02 | 0.03 | 0.09 | 0.05 | 0.02 |
| Beta | NA | 0.81 | 0.85 | 0.94 | 0.98 | 0.95 | 0.89 | 1.01 | 0.92 | 1.03 | 1.07 | 0.89 | 0.98 | 0.99 | 0.88 | 0.68 | 0.73 | 0.77 | 0.7 | 0.64 | 0.71 | 0.83 |
| RSquared | NA | 0.67 | 0.66 | 0.73 | 0.63 | 0.71 | 0.71 | 0.79 | 0.7 | 0.73 | 0.8 | 0.29 | 0.87 | 0.79 | 0.79 | 0.26 | 0.79 | 0.82 | 0.62 | 0.69 | 0.78 | 0.95 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 5.4 | 1.7 | 0.8 | 0.1 | 0.0 | 0.2 | 6.8 | 8.3 | 6.9 | 0.3 | 7.9 | 7.1 | 5.3 | 2.6 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 192.1 | 133.3 | 575.0 | 100.0 | -75.0 | -96.0 | -39.9 | 50.7 | 2377.8 | -96.4 | 7.2 | 74.1 | 154.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/17/2011
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