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Financial Investors Trust - Grandeur Peak Global Stalwarts Fund (GGSOX)

15.25 +0.05 (+0.33%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.93%
5y Average Return 3.66%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Apr 23, 2024) 40.69%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 40.69%
Worst 3Y Total Return -5.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GGSOX
Category
YTD
-3.33%
12.99%
1-Month
-0.37%
1.30%
3-Month
-3.33%
6.38%
1-Year
9.89%
53.27%
3-Year
-6.53%
14.94%
5-Year
5.69%
15.72%
10-Year
0.00%
9.30%
Last Bull Market
48.28%
18.45%
Last Bear Market
-23.35%
-25.47%

Annual Total Return (%) History

Year
GGSOX
Category
2024
--
--
2023
16.89%
--
2022
-39.55%
--
2021
20.96%
--
2020
40.69%
24.89%
2019
32.07%
26.49%
2018
-15.12%
-14.25%
2017
31.20%
25.44%

2016
8.06%
9.32%
2015
--
-1.23%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -3.33% -- -- --
2023 2.83% 2.41% -5.78% 17.81%
2022 -18.51% -23.35% -8.83% 6.16%
2021 1.17% 14.32% 2.83% 1.71%
2020 -22.99% 37.80% 10.08% 20.43%
2019 16.39% 3.63% -1.51% 11.18%
2018 3.13% 0.26% -2.10% -16.15%
2017 8.79% 6.06% 7.01% 6.27%
2016 2.75% 0.74% 6.60% -2.07%
2015 5.98% -- -- --

Rank in Category (By Total Return)

YTD 88
1-Month 93
3-Month 88
1-Year 57
3-Year 74
5-Year 75

Load Adjusted Returns

1-Year 9.89%
3-Year -6.53%
5-Year 5.69%
10-Year --

Performance & Risk

YTD Return -7.93%
5y Average Return 3.66%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.37
Morningstar Risk Rating

Fund Overview

Category World Small/Mid Stock
Fund Family Grandeur Peak Funds
Net Assets 147.14M
YTD Return -3.33%
Yield 0.11%
Morningstar Rating
Inception Date Sep 01, 2015

Fund Summary

The fund invests primarily in foreign and domestic 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 more than $1.5 billion at the time of purchase. The fund will invest a significant portion of its total assets in securities issued by companies that are economically tied to countries outside the United States. It may invest a significant amount of its total assets in securities issued by companies economically tied to emerging and frontier market countries.

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