Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GCCLX (GMO Climate Change Fund Class I) | 16.14% | -1.29% | -5.66% | 5.28% | NA | NA | NA | 5.53% |
Data as of 07/24/2025, AR inception is 02/26/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCCLX (GMO Climate Change Fund Class I) | 02/26/2020 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.68 | -1.29 | -5.66 | 5.28 | NA | NA | NA | 5.53 | 16.14 | -25.70 | -6.95 | -10.34 | 23.12 | 47.68 |
| Sharpe Ratio | NA | -0.33 | -0.32 | 0.10 | NA | NA | NA | 0.08 | 0.65 | -1.21 | -0.44 | -0.37 | 0.96 | 1.41 |
| Standard Deviation(%) | NA | 28.91 | 27.01 | 26.50 | NA | NA | NA | 29.73 | 31.49 | 24.20 | 24.49 | 32.20 | 24.12 | 40.91 |
| Draw Down(%) | NA | 38.34 | 53.01 | 54.36 | NA | NA | NA | 54.36 | 26.20 | 26.55 | 33.68 | 25.50 | 15.93 | 35.59 |
| Yield(%) | 0.00 | 0.43 | 0.51 | 8.97 | 4.65 | 3.10 | 2.32 | 9.30 | 0.00 | 0.38 | 0.71 | 2.00 | 24.99 | 7.59 |
Data as of 07/24/2025, AR inception is 02/26/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCCLX (GMO Climate Change Fund Class I) |
-18.62%
Mar 2022 - Mar 2025 |
3.70%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCCLX (GMO Climate Change Fund Class I) |
32.48%
Mar 2020 - Mar 2023 |
6.50%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart