Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMAHX (GMO-Usonian Japan Value Creation Fund Class VI) | 23.81% | 40.59% | 24.20% | 11.90% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMAHX (GMO-Usonian Japan Value Creation Fund Class VI) | 09/16/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.32 | 40.59 | 24.20 | 11.90 | NA | NA | NA | … | … | 23.81 | 31.57 | 8.30 | 21.81 | -12.75 | 0.71 | 17.02 |
| Sharpe Ratio | NA | 2.30 | 1.30 | 0.59 | NA | NA | NA | … | … | 3.25 | 1.75 | 0.28 | 1.36 | -0.81 | 0.04 | 4.37 |
| Standard Deviation(%) | NA | 17.52 | 16.76 | 16.38 | NA | NA | NA | … | … | 20.60 | 16.47 | 16.74 | 13.42 | 17.66 | 15.76 | 16.17 |
| Draw Down(%) | NA | 13.46 | 13.46 | 32.87 | NA | NA | NA | … | … | 13.46 | 13.36 | 11.52 | 7.95 | 27.03 | 13.87 | 3.74 |
| Yield(%) | 0.00 | 5.96 | 5.07 | 5.82 | 3.76 | 2.51 | 1.88 | … | … | 0.00 | 6.91 | 2.73 | 5.40 | 4.93 | 15.34 | 1.42 |
Data as of 06/04/2026, Common starting date is 09/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMAHX (GMO-Usonian Japan Value Creation Fund Class VI) |
1.71%
Apr 2021 – Apr 2024 |
8.81%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMAHX (GMO-Usonian Japan Value Creation Fund Class VI) |
25.79%
Feb 2023 – Feb 2026 |
12.27%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart