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Grandeur Peak Global Opportunities Fund (GPGIX)

3.4700 +0.0200 (+0.58%)
At close: 8:00 PM EDT

Fund Summary

The fund invests primarily in foreign and domestic small- and micro-cap companies. Under normal market conditions, the Adviser will invest the fund's assets primarily in equity securities of foreign and domestic companies with market capitalizations of less than $5 billion at the time of purchase. It will typically invest in securities issued by companies economically tied to at least three countries, including the United States.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 45.19%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 2

Performance & Risk

YTD Return -10.39%
5y Average Return 6.55%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
GPGIXCategory AverageGPGIXCategory AverageGPGIXCategory Average
Alpha -12.03 -0.01 -3.1 -0 -1.63 -0.01
BETA 1.18 0.01 1.19 0.01 1.13 0.01
Mean Annual Return -0.25 0.01 0.89 0.01 0.74 0.01
R-squared 83.95 0.84 84.86 0.79 83.55 0.78
Standard Deviation 21.32 0.23 22.83 0.18 18.22 0.18
Sharpe Ratio -0.28 0.01 0.38 0.01 0.4 0.01
Treynor Ratio -6.84 0.12 5.3 0.13 5.26 0.08

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