Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAAWX (GMO International Developed Equity Allocation Fund Class R6) | 18.71% | 41.91% | 28.32% | 13.68% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAAWX (GMO International Developed Equity Allocation Fund Class R6) | 01/26/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 41.91 | 28.32 | 13.68 | NA | NA | NA | … | … | 18.71 | 43.60 | 10.66 | 21.04 | -12.36 | 7.10 |
| Sharpe Ratio | NA | 2.59 | 1.72 | 0.75 | NA | NA | NA | … | … | 2.60 | 2.60 | 0.54 | 1.42 | -0.71 | 0.58 |
| Standard Deviation(%) | NA | 15.19 | 14.67 | 15.36 | NA | NA | NA | … | … | 18.33 | 15.72 | 13.07 | 12.33 | 19.40 | 13.08 |
| Draw Down(%) | NA | 10.70 | 13.45 | 29.68 | NA | NA | NA | … | … | 10.70 | 13.45 | 8.65 | 8.98 | 28.31 | 10.40 |
| Yield(%) | 0.00 | 8.91 | 8.11 | 5.77 | 3.26 | 2.17 | 1.63 | … | … | 0.00 | 10.74 | 5.37 | 7.40 | 3.72 | 6.69 |
Data as of 06/05/2026, Common starting date is 01/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAAWX (GMO International Developed Equity Allocation Fund Class R6) |
3.67%
Jun 2021 – Jun 2024 |
13.08%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAAWX (GMO International Developed Equity Allocation Fund Class R6) |
29.41%
May 2023 – May 2026 |
15.73%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart