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Grandeur Peak Intl Stalwarts Inv (GISOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.86-0.12 (-0.71%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-6.18%
5-year average return5.54%
Number of years up6
Number of years down2
Best 1-yr total return (13 June 2024)38.16%
Worst 1-yr total return (13 June 2024)N/A
Best 3-yr total return38.16%
Worst 3-yr total return-3.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGISOXCategory
YTD-5.23%7.70%
1-month2.84%0.28%
3-month-0.47%7.17%
1-year7.43%42.00%
3-year-9.26%13.14%
5-year6.23%14.91%
10-year0.00%9.64%
Last bull market23.65%19.05%
Last bear market-23.03%-21.47%

Annual total return (%) history

Year
GISOXCategory
2024
N/AN/A
2023
14.59%N/A
2022
-37.61%N/A
2021
24.41%N/A
2020
38.16%28.40%
2019
31.57%27.78%
2018
-17.65%-18.34%
2017
36.48%36.19%
2016
5.04%-2.98%
2015
N/A7.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-4.06%N/AN/AN/A
20233.99%1.28%-7.53%17.64%
2022-19.33%-23.03%-10.06%11.71%
20210.90%15.47%3.26%3.40%
2020-22.77%36.19%12.51%16.74%
201914.84%3.64%-1.17%11.86%
20182.30%-0.26%-3.35%-16.49%
201710.45%7.62%8.12%6.20%
20162.50%1.90%5.95%-5.09%
20158.12%N/AN/AN/A

Rank in category (by total return)

YTD98
1-month95
3-month89
1-year73
3-year85
5-year36

Load adjusted returns

1-year7.43%
3-year-9.26%
5-year6.23%
10-yearN/A