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GBATX: GMO Strategic Opportunities Allc III (MUTUAL FUND)
Basic Info 15.91 0.12(0.75%) February 03
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 06/01/2005 |
| Last Dividend Date: | 12/28/2022 |
| 12-Mo. Yield | 4.49% |
| Expenses | 0.00% |
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Performance Analytics (As of 02/03/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | 6.3 | -6.4 | 3.7 | 2.7 | 5.4 | 5.3 | 6.3 | -16.0 | -8.7 | 4.8 | 19.6 | -9.5 | 19.3 | 7.5 | -5.4 | 2.0 | 21.5 | 13.2 | 2.4 | 7.8 | 21.1 | -21.4 | 9.1 | 16.8 | 9.9 |
| SR | NA | 10.15 | -0.57 | 0.15 | 0.11 | 0.36 | NA | 0.41 | -1.12 | -0.47 | 0.19 | 2.19 | -1.07 | 4.13 | 0.7 | -0.51 | 0.25 | 2.39 | 1.41 | 0.14 | 0.6 | 1.5 | -1.13 | 0.55 | 1.55 | 2.21 |
| DD(%) | NA | 0.8 | 21.7 | 30.4 | 30.4 | 30.4 | NA | 35.5 | 22.6 | 21.0 | 29.7 | 6.1 | 16.8 | 1.5 | 7.2 | 13.0 | 8.4 | 6.8 | 8.6 | 11.4 | 11.7 | 15.7 | 28.4 | 7.6 | 10.2 | 4.7 |
| SD(%) | NA | 9.0 | 14.3 | 20.9 | 17.2 | 13.7 | NA | 13.4 | 15.6 | 18.6 | 23.7 | 8.3 | 10.1 | 4.5 | 10.3 | 10.7 | 8.1 | 9.0 | 9.4 | 16.1 | 12.9 | 14.0 | 19.7 | 11.0 | 8.7 | 6.7 |
| TR | NA | 1.43 | -0.11 | 0.61 | 0.29 | 0.49 | NA | 0.25 | -0.24 | -0.18 | 2.58 | 0.38 | -0.36 | 0.19 | 0.06 | -0.04 | 0.02 | 0.19 | 0.14 | 0.02 | 0.07 | 0.23 | -0.24 | 0.05 | 0.12 | 0.17 |
| Alpha(%) | NA | 0.12 | 0.0 | 0.02 | 0.02 | 0.02 | NA | 0.02 | -0.02 | -0.02 | 0.03 | 0.06 | -0.03 | 0.02 | 0.01 | -0.02 | 0.0 | 0.02 | 0.01 | 0.03 | -0.01 | 0.01 | -0.01 | -0.04 | 0.0 | -0.01 |
| Beta(%) | NA | 0.64 | 0.71 | 0.05 | 0.06 | 0.1 | NA | 0.22 | 0.72 | 0.48 | 0.02 | 0.48 | 0.3 | 1.0 | 1.17 | 1.21 | 0.92 | 1.12 | 0.98 | 1.04 | 1.13 | 0.91 | 0.92 | 1.3 | 1.1 | 0.86 |
| RS | NA | 0.64 | 0.58 | 0.01 | 0.02 | 0.04 | NA | 0.13 | 0.5 | 0.1 | 0.0 | 0.22 | 0.22 | 0.75 | 0.93 | 0.85 | 0.59 | 0.87 | 0.76 | 0.9 | 0.9 | 0.8 | 0.9 | 0.91 | 0.88 | 0.63 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2005
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See World Allocation Asset Class Trend Rankings |
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