Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GHVIX (GMO High Yield Fund Class VI) | 1.22% | 6.69% | 8.93% | 6.03% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GHVIX (GMO High Yield Fund Class VI) | 06/26/2018 | 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 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 6.69 | 8.93 | 6.03 | NA | NA | NA | … | … | 1.22 | 9.39 | 7.91 | 12.94 | -8.01 | 10.84 | 5.47 | 14.34 | -0.70 |
| Sharpe Ratio | NA | 1.65 | 1.44 | 0.57 | NA | NA | NA | … | … | 0.45 | 1.58 | 1.12 | 1.47 | -0.98 | 1.75 | 0.35 | 3.61 | -0.74 |
| Standard Deviation(%) | NA | 3.00 | 4.37 | 6.42 | NA | NA | NA | … | … | 3.69 | 4.14 | 3.81 | 6.36 | 9.71 | 6.19 | 14.96 | 3.56 | 3.97 |
| Draw Down(%) | NA | 2.42 | 3.64 | 13.50 | NA | NA | NA | … | … | 2.42 | 3.64 | 2.17 | 4.62 | 13.50 | 1.97 | 20.48 | 1.45 | 4.81 |
| Yield(%) | 0.00 | 5.66 | 8.13 | 8.55 | 5.98 | 3.99 | 2.99 | … | … | 0.00 | 5.87 | 13.72 | 4.71 | 6.92 | 17.55 | 2.24 | 8.23 | 3.84 |
Data as of 06/05/2026, Common starting date is 06/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GHVIX (GMO High Yield Fund Class VI) |
1.44%
Sep 2019 – Sep 2022 |
4.55%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GHVIX (GMO High Yield Fund Class VI) |
11.50%
Sep 2022 – Sep 2025 |
8.37%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart