Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEMMX (GMO EMERGING MARKETS FUND CLASS VI) | 41.05% | 69.58% | 30.50% | 7.65% | 9.86% | 4.60% | 5.81% | … | … |
Data as of 06/04/2026, Common starting date is 06/30/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEMMX (GMO EMERGING MARKETS FUND CLASS VI) | 06/30/2003 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.27 | 69.58 | 30.50 | 7.65 | 9.86 | 4.60 | 5.81 | … | … | 41.05 | 34.07 | 3.47 | 17.87 | -31.47 | 2.18 | 5.61 | 22.33 | -12.73 | 32.23 | 16.89 | -16.06 | -6.26 | -5.71 | 16.39 | -17.26 | 20.70 | 70.91 | -55.31 | 36.68 | 30.17 | 39.85 | 26.60 | 43.78 |
| Sharpe Ratio | NA | 3.32 | 1.63 | 0.29 | 0.48 | NA | NA | … | … | 4.37 | 2.05 | -0.01 | 1.05 | -1.53 | 0.14 | 0.19 | 1.60 | -0.87 | 3.83 | 0.98 | -0.94 | -0.47 | -0.41 | 1.03 | -0.69 | 0.93 | 2.27 | -1.18 | 1.44 | 1.43 | 2.71 | 1.37 | 8.72 |
| Standard Deviation(%) | NA | 19.40 | 16.38 | 17.11 | 17.27 | NA | NA | … | … | 26.77 | 15.30 | 12.79 | 13.59 | 21.53 | 15.10 | 27.81 | 13.03 | 16.30 | 8.28 | 17.09 | 17.06 | 13.48 | 13.99 | 15.98 | 25.01 | 22.21 | 31.23 | 47.39 | 23.47 | 18.74 | 13.88 | 18.74 | 11.90 |
| Draw Down(%) | NA | 13.39 | 16.92 | 43.39 | 43.39 | NA | NA | … | … | 13.39 | 14.47 | 8.81 | 10.92 | 40.13 | 11.75 | 32.97 | 9.63 | 23.22 | 3.83 | 12.52 | 27.53 | 19.19 | 18.95 | 19.17 | 29.25 | 18.36 | 23.94 | 64.55 | 17.99 | 24.23 | 11.02 | 22.55 | 3.87 |
| Yield(%) | 0.00 | 6.14 | 6.86 | 4.11 | 15.61 | 7.45 | 7.46 | … | … | 0.00 | 6.84 | 5.56 | 8.03 | 5.26 | 4.54 | 3.85 | 5.65 | 2.92 | 3.49 | 8.51 | 2.97 | 3.21 | 2.47 | 2.42 | 13.35 | 1.52 | 2.89 | 17.41 | 30.58 | 24.75 | 18.72 | 9.86 | 2.36 |
Data as of 06/04/2026, Common starting date is 06/30/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEMMX (GMO EMERGING MARKETS FUND CLASS VI) |
-14.60%
Feb 2006 – Feb 2009 |
-7.26%
Jan 2011 – Jan 2016 |
-1.34%
Sep 2012 – Sep 2022 |
-2.74%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEMMX (GMO EMERGING MARKETS FUND CLASS VI) |
46.75%
Oct 2004 – Oct 2007 |
29.45%
Jul 2003 – Jul 2008 |
13.17%
Jul 2003 – Jul 2013 |
10.11%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart