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Performance Comparison
Comparison Box

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% 9.63% NA NA NA 10.51%
Data as of 07/24/2025, 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 07/24/2025
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 9.63 NA NA NA 10.51 0.18 4.39 22.02 -12.59 9.50 34.95
Sharpe Ratio NA -0.28 0.44 0.40 NA NA NA 0.44 -0.26 0.04 1.24 -0.57 0.50 3.31
Standard Deviation(%) NA 16.69 16.98 19.18 NA NA NA 19.25 10.60 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 19.81 10.31 6.87 5.15 20.62 46.74 7.92 9.46 9.85 16.47 7.08
Data as of 07/24/2025, 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