Nasdaq - Delayed Quote USD

Grandeur Peak Global Opportunities Fund (GPGIX)

3.4500 -0.0300 (-0.86%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -10.39%
5y Average Return 6.55%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2024) 45.19%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 45.19%
Worst 3Y Total Return -1.81%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GPGIX
Category
YTD
-5.19%
12.99%
1-Month
-0.54%
1.30%
3-Month
-5.19%
6.38%
1-Year
5.03%
53.27%
3-Year
-5.10%
14.94%
5-Year
8.45%
15.72%
10-Year
7.43%
9.30%
Last Bull Market
52.98%
18.45%
Last Bear Market
-20.09%
-25.47%

Annual Total Return (%) History

Year
GPGIX
Category
2024
--
--
2023
16.44%
--
2022
-33.28%
--
2021
21.86%
--
2020
45.19%
24.89%
2019
31.49%
26.49%
2018
-18.07%
-14.25%
2017
32.95%
25.44%

2016
6.96%
9.32%
2015
1.57%
-1.23%
2014
3.77%
-0.42%
2013
38.44%
30.99%
2012
27.83%
18.46%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -5.19% -- -- --
2023 5.11% 2.29% -6.70% 16.09%
2022 -16.73% -20.09% -9.47% 10.77%
2021 5.02% 11.47% 1.37% 2.68%
2020 -24.12% 37.50% 12.73% 23.44%
2019 14.19% 4.44% -0.85% 11.20%
2018 0.50% -1.23% -1.50% -16.20%
2017 8.12% 7.80% 5.90% 7.71%
2016 0.33% 0.00% 8.31% -1.57%
2015 3.12% 5.15% -10.66% 4.85%

2014 2.72% 3.24% -3.70% 1.62%
2013 10.44% 2.55% 12.77% 8.40%
2012 16.08% -3.46% 7.62% 5.99%

Rank in Category (By Total Return)

YTD 90
1-Month 98
3-Month 90
1-Year 70
3-Year 66
5-Year 40

Load Adjusted Returns

1-Year 5.03%
3-Year -5.10%
5-Year 8.45%
10-Year 7.43%

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

Fund Overview

Category World Small/Mid Stock
Fund Family Grandeur Peak Funds
Net Assets 596.68M
YTD Return -5.19%
Yield 0.73%
Morningstar Rating
Inception Date Oct 17, 2011

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.

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