Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GCCAX (GMO Climate Change Fund Class R6) | 11.34% | -7.71% | -4.85% | 4.57% | NA | NA | NA | 3.50% |
Data as of 07/15/2025, AR inception is 01/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCCAX (GMO Climate Change Fund Class R6) | 01/17/2020 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.04 | -7.71 | -4.85 | 4.57 | NA | NA | NA | 3.50 | 11.34 | -25.63 | -6.84 | -10.39 | 23.28 | 39.37 |
| Sharpe Ratio | NA | -0.35 | -0.30 | 0.13 | NA | NA | NA | 0.05 | 0.74 | -1.21 | -0.43 | -0.37 | 0.96 | 1.05 |
| Standard Deviation(%) | NA | 29.23 | 27.03 | 26.52 | NA | NA | NA | 29.67 | 31.94 | 24.21 | 24.52 | 32.19 | 24.13 | 39.47 |
| Draw Down(%) | NA | 38.33 | 52.93 | 54.32 | NA | NA | NA | 54.32 | 26.23 | 26.48 | 33.63 | 25.59 | 15.94 | 40.33 |
| Yield(%) | 0.00 | 0.56 | 0.67 | 9.11 | 4.43 | 2.95 | 2.21 | 8.85 | 0.00 | 0.51 | 0.88 | 1.96 | 25.10 | 7.18 |
Data as of 07/15/2025, AR inception is 01/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCCAX (GMO Climate Change Fund Class R6) |
-18.59%
Mar 2022 - Mar 2025 |
2.04%
Feb 2020 - Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCCAX (GMO Climate Change Fund Class R6) |
32.53%
Mar 2020 - Mar 2023 |
6.56%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart