Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMAEX (GMO Quality Cyclicals Fund Class VI) | NA | -24.51% | -6.10% | 0.60% | NA | NA | NA | … | … |
Data as of 08/12/2025, Common starting date is 07/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMAEX (GMO Quality Cyclicals Fund Class VI) | 07/02/2020 | 08/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -24.51 | -6.10 | 0.60 | NA | NA | NA | … | … | -22.57 | -1.87 | 13.97 | -12.59 | 9.50 | 34.95 |
| Sharpe Ratio | NA | -0.94 | -0.43 | -0.07 | NA | NA | NA | … | … | -1.08 | -0.35 | 0.67 | -0.57 | 0.50 | 3.31 |
| Standard Deviation(%) | NA | 29.31 | 22.10 | 22.14 | NA | NA | NA | … | … | 34.50 | 15.68 | 15.63 | 24.83 | 18.94 | 24.76 |
| Draw Down(%) | NA | 32.51 | 32.51 | 32.51 | NA | NA | NA | … | … | 29.25 | 11.69 | 14.42 | 27.29 | 15.05 | 9.19 |
| Yield(%) | 0.00 | 23.95 | 11.19 | 12.27 | 6.66 | 4.44 | 3.33 | … | … | 23.63 | 1.43 | 2.01 | 9.85 | 16.47 | 7.08 |
Data as of 08/12/2025, Common starting date 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) |
-8.96%
Mar 2022 – Mar 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 |
|---|---|---|---|---|
| GMAEX (GMO Quality Cyclicals Fund Class VI) |
9.46%
Aug 2020 – Aug 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart