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GPBFX: GMO Core Plus Bond IV (MUTUAL FUND)
Basic Info 17.01 0.16(0.95%) March 22
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 07/27/2005 |
| Last Dividend Date: | 12/16/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.38% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| 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(%) | 0.5 | 2.9 | -5.8 | -1.7 | 0.9 | 1.4 | 3.1 | 3.0 | -14.5 | -5.8 | 8.0 | 3.7 | 2.2 | 4.6 | 1.4 | -1.4 | 9.5 | 0.6 | 9.9 | 9.2 | 13.0 | 21.7 | -19.6 | -1.4 | 5.7 | 2.1 |
| SR | NA | 0.97 | -1.08 | -0.58 | -0.03 | 0.16 | NA | 0.46 | -2.03 | -1.24 | 1.36 | 0.34 | 0.31 | 1.49 | 0.36 | -0.37 | 3.11 | 0.12 | 3.28 | 2.29 | 3.1 | 3.85 | -2.96 | -1.53 | 1.04 | 0.78 |
| DD(%) | NA | 4.5 | 13.1 | 21.8 | 21.8 | 21.8 | NA | 23.2 | 18.3 | 6.8 | 8.9 | 6.6 | 1.9 | 1.5 | 4.1 | 5.7 | 1.1 | 7.4 | 1.1 | 1.7 | 3.1 | 3.2 | 21.8 | 3.8 | 1.5 | 1.0 |
| SD(%) | NA | 8.3 | 8.4 | 6.6 | 5.6 | 4.7 | NA | 4.6 | 7.8 | 4.7 | 5.7 | 6.6 | 2.7 | 2.7 | 3.4 | 3.8 | 3.0 | 5.0 | 3.0 | 4.0 | 4.2 | 5.6 | 6.9 | 2.9 | 2.3 | 2.9 |
| TR | NA | 0.09 | -0.1 | -0.05 | 0.0 | 0.01 | NA | 0.03 | -0.2 | -0.08 | 0.09 | 0.02 | 0.01 | 0.05 | 0.02 | -0.04 | 0.14 | 0.01 | 0.14 | 0.14 | 0.19 | 0.37 | -0.39 | -0.13 | 0.06 | 0.05 |
| Alpha(%) | NA | -0.01 | -0.02 | -0.02 | -0.01 | 0.0 | NA | 0.0 | -0.02 | -0.02 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.02 | 0.01 | 0.01 | 0.02 | 0.02 | 0.04 | -0.07 | -0.02 | 0.01 | 0.01 |
| Beta(%) | NA | 0.92 | 0.86 | 0.82 | 0.83 | 0.79 | NA | 0.68 | 0.81 | 0.72 | 0.87 | 0.96 | 0.79 | 0.82 | 0.65 | 0.34 | 0.69 | 1.09 | 0.71 | 0.64 | 0.68 | 0.58 | 0.53 | 0.34 | 0.37 | 0.49 |
| RS | NA | 0.87 | 0.83 | 0.64 | 0.65 | 0.59 | NA | 0.52 | 0.8 | 0.36 | 0.64 | 0.24 | 0.59 | 0.74 | 0.49 | 0.14 | 0.46 | 0.67 | 0.53 | 0.61 | 0.71 | 0.52 | 0.36 | 0.3 | 0.35 | 0.38 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/27/2005
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