Nasdaq - Delayed Quote USD

Grandeur Peak Global Reach Fund (GPROX)

15.23 -0.01 (-0.07%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -6.22%
5y Average Return 5.61%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 24, 2024) 41.10%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 41.10%
Worst 3Y Total Return -3.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GPROX
Category
YTD
-2.46%
12.99%
1-Month
-0.44%
1.30%
3-Month
-2.46%
6.38%
1-Year
7.69%
53.27%
3-Year
-5.39%
14.94%
5-Year
7.27%
15.72%
10-Year
6.73%
9.30%
Last Bull Market
48.75%
18.45%
Last Bear Market
-21.99%
-25.47%

Annual Total Return (%) History

Year
GPROX
Category
2024
--
--
2023
14.86%
--
2022
-34.54%
--
2021
19.80%
--
2020
41.10%
24.89%
2019
29.38%
26.49%
2018
-15.84%
-14.25%
2017
30.50%
25.44%

2016
7.56%
9.32%
2015
-0.61%
-1.23%
2014
8.17%
-0.42%
2013
--
30.99%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -2.46% -- -- --
2023 4.03% 1.49% -4.48% 13.89%
2022 -16.74% -21.99% -7.47% 8.92%
2021 3.74% 11.37% 1.83% 1.83%
2020 -23.72% 34.04% 13.46% 21.62%
2019 12.94% 4.89% -1.53% 10.91%
2018 1.25% 0.41% -1.70% -15.79%
2017 8.67% 6.07% 5.53% 7.28%
2016 -0.49% 1.24% 8.27% -1.38%
2015 2.21% 4.64% -11.15% 4.60%

2014 6.25% 3.26% -3.00% 1.64%
2013 11.29% 7.15% -- --

Rank in Category (By Total Return)

YTD 80
1-Month 95
3-Month 80
1-Year 61
3-Year 71
5-Year 61

Load Adjusted Returns

1-Year 7.69%
3-Year -5.39%
5-Year 7.27%
10-Year 6.73%

Performance & Risk

YTD Return -6.22%
5y Average Return 5.61%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category World Small/Mid Stock
Fund Family Grandeur Peak Funds
Net Assets 217.94M
YTD Return -2.46%
Yield 0.15%
Morningstar Rating
Inception Date Jun 19, 2013

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 (including common stock, preferred stock and securities convertible into common stock) of foreign and domestic companies with market capitalizations of less than $5 billion at the time of purchase. The fund will typically invest in securities issued by companies economically tied to at least ten countries, including the United States.

Related Tickers