Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GAAHX (GMO Resources Fund Class R6) | 2.63% | -9.70% | -0.51% | NA | NA | NA | NA | -0.96% |
Data as of 07/18/2025, AR inception is 02/03/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAAHX (GMO Resources Fund Class R6) | 02/03/2021 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.11 | -9.70 | -0.51 | NA | NA | NA | NA | -0.96 | 2.63 | -17.71 | -1.38 | 0.04 | 15.46 |
| Sharpe Ratio | NA | -0.47 | -0.15 | NA | NA | NA | NA | -0.12 | 0.06 | -1.03 | -0.23 | -0.04 | 0.76 |
| Standard Deviation(%) | NA | 27.71 | 25.12 | NA | NA | NA | NA | 25.61 | 31.30 | 20.64 | 22.34 | 31.82 | 22.54 |
| Draw Down(%) | NA | 32.83 | 43.21 | NA | NA | NA | NA | 44.51 | 27.40 | 20.34 | 20.60 | 27.11 | 11.17 |
| Yield(%) | 0.00 | 2.57 | 5.65 | 5.80 | 2.90 | 1.93 | 1.45 | 7.24 | 0.00 | 2.73 | 5.66 | 9.75 | 11.22 |
Data as of 07/18/2025, AR inception is 02/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAAHX (GMO Resources Fund Class R6) |
-11.16%
May 2022 - May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAAHX (GMO Resources Fund Class R6) |
1.24%
Mar 2021 - Mar 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart