Grandeur Peak Global Fund Manager Performance Evaluation

GPROX Fund  USD 14.11  0.15  1.05%   
The fund retains a Market Volatility (i.e., Beta) of 0.32, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Grandeur Peak's returns are expected to increase less than the market. However, during the bear market, the loss of holding Grandeur Peak is expected to be smaller as well.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Grandeur Peak Global are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Grandeur Peak showed solid returns over the last few months and may actually be approaching a breakup point.
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Expense Ratio Date31st of August 2022
Expense Ratio1.5000
  

Grandeur Peak Relative Risk vs. Return Landscape

If you would invest  1,116  in Grandeur Peak Global on November 3, 2025 and sell it today you would earn a total of  295.00  from holding Grandeur Peak Global or generate 26.43% return on investment over 90 days. Grandeur Peak Global is currently producing 0.4147% returns and takes up 2.8656% volatility of returns over 90 trading days. Put another way, 25% of traded mutual funds are less volatile than Grandeur, and 92% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Grandeur Peak is expected to generate 3.87 times more return on investment than the market. However, the company is 3.87 times more volatile than its market benchmark. It trades about 0.14 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.

Grandeur Peak Current Valuation

Overvalued
Today
14.11
Please note that Grandeur Peak's price fluctuation is not too volatile at this time. At this time, the entity appears to be overvalued. Grandeur Peak Global retains a regular Real Value of $13.71 per share. The prevalent price of the fund is $14.11. We determine the value of Grandeur Peak Global from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Grandeur Peak is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Grandeur Mutual Fund. However, Grandeur Peak's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  14.11 Real  13.71 Hype  14.11 Naive  14.51
The intrinsic value of Grandeur Peak's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Grandeur Peak's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
13.71
Real Value
16.58
Upside
Estimating the potential upside or downside of Grandeur Peak Global helps investors to forecast how Grandeur mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Grandeur Peak more accurately as focusing exclusively on Grandeur Peak's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.7514.0814.41
Details
Hype
Prediction
LowEstimatedHigh
11.2414.1116.98
Details
Naive
Forecast
LowNext ValueHigh
11.6414.5117.37
Details

Grandeur Peak Target Price Odds to finish over Current Price

The tendency of Grandeur Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 14.11 90 days 14.11 
about 13.42
Based on a normal probability distribution, the odds of Grandeur Peak to move above the current price in 90 days from now is about 13.42 (This Grandeur Peak Global probability density function shows the probability of Grandeur Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Grandeur Peak has a beta of 0.32. This usually indicates as returns on the market go up, Grandeur Peak average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Grandeur Peak Global will be expected to be much smaller as well. Additionally Grandeur Peak Global has an alpha of 0.3934, implying that it can generate a 0.39 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Grandeur Peak Price Density   
       Price  

Predictive Modules for Grandeur Peak

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Grandeur Peak Global. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
11.2414.1116.98
Details
Intrinsic
Valuation
LowRealHigh
10.8413.7116.58
Details
Naive
Forecast
LowNextHigh
11.6414.5117.37
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.7514.0814.41
Details

Grandeur Peak Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Grandeur Peak is not an exception. The market had few large corrections towards the Grandeur Peak's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Grandeur Peak Global, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Grandeur Peak within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.39
β
Beta against Dow Jones0.32
σ
Overall volatility
1.50
Ir
Information ratio 0.13

Grandeur Peak Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Grandeur Peak for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Grandeur Peak Global can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund generated five year return of -1.0%
Grandeur Peak Global retains 98.57% of its assets under management (AUM) in equities

Grandeur Peak Fundamentals Growth

Grandeur Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Grandeur Peak, and Grandeur Peak fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Grandeur Mutual Fund performance.

About Grandeur Peak Performance

Evaluating Grandeur Peak's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Grandeur Peak has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Grandeur Peak has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in foreign and domestic small- and micro-cap companies. Grandeur Peak is traded on NASDAQ Exchange in the United States.

Things to note about Grandeur Peak Global performance evaluation

Checking the ongoing alerts about Grandeur Peak for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Grandeur Peak Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund generated five year return of -1.0%
Grandeur Peak Global retains 98.57% of its assets under management (AUM) in equities
Evaluating Grandeur Peak's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Grandeur Peak's mutual fund performance include:
  • Analyzing Grandeur Peak's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Grandeur Peak's stock is overvalued or undervalued compared to its peers.
  • Examining Grandeur Peak's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Grandeur Peak's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Grandeur Peak's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Grandeur Peak's mutual fund. These opinions can provide insight into Grandeur Peak's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Grandeur Peak's mutual fund performance is not an exact science, and many factors can impact Grandeur Peak's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Grandeur Mutual Fund

Grandeur Peak financial ratios help investors to determine whether Grandeur Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Grandeur with respect to the benefits of owning Grandeur Peak security.
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