Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GEACX (GMO Trust - GMO Resources Fund) | 2.67% | -9.76% | -0.57% | NA | NA | NA | NA | -1.61% |
Data as of 07/18/2025, AR inception is 01/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEACX (GMO Trust - GMO Resources Fund) | 01/25/2021 | 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 (%) | -1.10 | -9.76 | -0.57 | NA | NA | NA | NA | -1.61 | 2.67 | -17.81 | -1.46 | -0.07 | 12.77 |
| Sharpe Ratio | NA | -0.47 | -0.16 | NA | NA | NA | NA | -0.15 | 0.06 | -1.04 | -0.23 | -0.05 | 0.59 |
| Standard Deviation(%) | NA | 27.72 | 25.11 | NA | NA | NA | NA | 25.66 | 31.31 | 20.64 | 22.33 | 31.80 | 22.95 |
| Draw Down(%) | NA | 32.84 | 43.32 | NA | NA | NA | NA | 44.65 | 27.43 | 20.39 | 20.66 | 27.12 | 11.15 |
| Yield(%) | 0.00 | 2.41 | 5.53 | 5.56 | 2.78 | 1.85 | 1.39 | 6.95 | 0.00 | 2.55 | 5.53 | 9.64 | 10.81 |
Data as of 07/18/2025, AR inception is 01/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEACX (GMO Trust - GMO Resources Fund) |
-11.24%
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 |
|---|---|---|---|---|
| GEACX (GMO Trust - GMO Resources Fund) |
1.13%
Mar 2021 - Mar 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart