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Grandeur Peak US Stalwarts Institutional (GUSYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.95+0.10 (+0.53%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.77%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (16 May 2024)22.00%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return22.00%
Worst 3-yr total return-1.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGUSYXCategory
YTD-6.20%10.80%
1-month-7.17%4.43%
3-month-2.49%7.00%
1-year14.43%48.17%
3-year-6.92%21.26%
5-year0.00%20.18%
10-year0.00%14.07%
Last bull market28.41%27.14%
Last bear market-20.83%-21.26%

Annual total return (%) history

Year
GUSYXCategory
2024
N/AN/A
2023
22.00%N/A
2022
-35.28%N/A
2021
21.41%N/A
2020
N/A39.26%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.04%N/AN/AN/A
20234.07%3.24%-4.38%18.75%
2022-16.08%-20.83%-3.41%0.85%
20214.17%12.21%2.86%0.99%
202037.06%9.34%23.26%N/A

Rank in category (by total return)

YTD99
1-month81
3-month96
1-year69
3-year85
5-yearN/A

Load adjusted returns

1-year14.43%
3-year-6.92%
5-yearN/A
10-yearN/A