Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GMAEX (GMO Quality Cyclicals Fund Class VI) | 0.18% | 1.12% | 9.30% | 9.51% | NA | NA | NA | 10.51% |
Data as of 07/25/2025, AR inception is 07/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMAEX (GMO Quality Cyclicals Fund Class VI) | 07/02/2020 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.12 | 9.30 | 9.51 | NA | NA | NA | 10.51 | 0.18 | 4.39 | 22.02 | -12.59 | 9.50 | 34.95 |
| Sharpe Ratio | NA | -0.12 | 0.35 | 0.39 | NA | NA | NA | 0.43 | -0.26 | 0.04 | 1.24 | -0.57 | 0.50 | 3.31 |
| Standard Deviation(%) | NA | 16.56 | 16.87 | 19.17 | NA | NA | NA | 19.21 | 10.41 | 17.26 | 15.00 | 24.83 | 18.94 | 24.76 |
| Draw Down(%) | NA | 12.26 | 16.72 | 30.22 | NA | NA | NA | 30.22 | 8.47 | 11.27 | 13.96 | 27.29 | 15.05 | 9.19 |
| Yield(%) | 0.00 | 51.20 | 24.42 | 19.70 | 10.31 | 6.87 | 5.15 | 20.62 | 46.74 | 7.92 | 9.46 | 9.85 | 16.47 | 7.08 |
Data as of 07/25/2025, AR inception is 07/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMAEX (GMO Quality Cyclicals Fund Class VI) |
1.53%
Jun 2021 - Jun 2024 |
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 |
|---|---|---|---|---|
| GMAEX (GMO Quality Cyclicals Fund Class VI) |
10.89%
Aug 2020 - Aug 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart