See what your fund actually adds
Grandeur Peak US Stalwarts Fund Institutional Class GUSYX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | GUSYX | Replication |
|---|---|---|
| Annualized growth | -2.6% | 4.7% |
| Annualized volatility | 23.2% | 20.8% |
| Sharpe ratio | 0.00 | 0.32 |
| Maximum drawdown | 43.6% | 35.1% |
| Replication fit (R²) | 0.91 · Tracking error 7.1% | |
Replication portfolio
The published portfolio below is the investable basket used to model GUSYX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBK | Small-Cap · Growth | 56.6% |
| VOT | Mid-Cap · Growth | 33.0% |
| IJR | US Small Cap | 10.4% |