Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GMAKX (GMO-Usonian Japan Value Creation Fund Class III) | 15.22% | 12.93% | 16.58% | NA | NA | NA | NA | 9.78% |
Data as of 07/17/2025, AR inception is 12/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMAKX (GMO-Usonian Japan Value Creation Fund Class III) | 12/30/2021 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 12.93 | 16.58 | NA | NA | NA | NA | 9.78 | 15.22 | 8.19 | 21.78 | -12.86 | 0.00 |
| Sharpe Ratio | NA | 0.61 | 0.77 | NA | NA | NA | NA | 0.33 | 1.52 | 0.27 | 1.37 | -0.81 | NA |
| Standard Deviation(%) | NA | 19.15 | 16.47 | NA | NA | NA | NA | 16.42 | 18.49 | 16.77 | 13.35 | 17.67 | 0.00 |
| Draw Down(%) | NA | 13.36 | 15.17 | NA | NA | NA | NA | 27.08 | 13.36 | 11.57 | 7.95 | 27.08 | 0.00 |
| Yield(%) | 0.00 | 1.37 | 3.09 | 2.35 | 1.17 | 0.78 | 0.59 | 3.91 | 0.00 | 2.63 | 5.30 | 4.88 | 0.00 |
Data as of 07/17/2025, AR inception is 12/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMAKX (GMO-Usonian Japan Value Creation Fund Class III) |
5.40%
Jan 2022 - Jan 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 |
|---|---|---|---|---|
| GMAKX (GMO-Usonian Japan Value Creation Fund Class III) |
17.00%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart