Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEMEX (GMO Emerging Markets Fund) | 40.83% | 68.91% | 30.16% | 7.46% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEMEX (GMO Emerging Markets Fund) | 01/16/2020 | 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 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.35 | 68.91 | 30.16 | 7.46 | NA | NA | NA | … | … | 40.83 | 33.68 | 3.23 | 17.57 | -31.65 | 1.98 | 2.68 |
| Sharpe Ratio | NA | 3.30 | 1.61 | 0.27 | NA | NA | NA | … | … | 4.35 | 2.03 | -0.03 | 1.03 | -1.55 | 0.13 | 0.09 |
| Standard Deviation(%) | NA | 19.37 | 16.38 | 17.09 | NA | NA | NA | … | … | 26.74 | 15.27 | 12.81 | 13.62 | 21.47 | 15.07 | 28.26 |
| Draw Down(%) | NA | 13.39 | 17.01 | 43.57 | NA | NA | NA | … | … | 13.39 | 14.47 | 8.82 | 10.96 | 40.23 | 11.86 | 32.86 |
| Yield(%) | 0.00 | 5.80 | 6.52 | 3.93 | 2.53 | 1.69 | 1.26 | … | … | 0.00 | 6.46 | 5.22 | 7.71 | 5.05 | 4.33 | 3.67 |
Data as of 06/05/2026, Common starting date is 01/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEMEX (GMO Emerging Markets Fund) |
-8.00%
Jan 2021 – Jan 2024 |
-0.02%
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 |
|---|---|---|---|---|
| GEMEX (GMO Emerging Markets Fund) |
30.82%
May 2023 – May 2026 |
7.39%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart