Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GMAOX (GMO Trust - GMO Quality Cyclicals Fund) | 0.10% | -0.08% | 8.62% | NA | NA | NA | NA | 4.14% |
Data as of 07/28/2025, AR inception is 07/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMAOX (GMO Trust - GMO Quality Cyclicals Fund) | 07/19/2021 | 07/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.08 | 8.62 | NA | NA | NA | NA | 4.14 | 0.10 | 4.19 | 22.67 | -12.73 | 5.35 |
| Sharpe Ratio | NA | -0.13 | 0.36 | NA | NA | NA | NA | 0.08 | -0.28 | 0.03 | 1.27 | -0.57 | 0.68 |
| Standard Deviation(%) | NA | 16.43 | 16.85 | NA | NA | NA | NA | 18.25 | 10.36 | 17.16 | 15.06 | 24.84 | 17.59 |
| Draw Down(%) | NA | 12.19 | 16.72 | NA | NA | NA | NA | 27.40 | 8.51 | 11.12 | 14.01 | 27.40 | 10.36 |
| Yield(%) | 0.00 | 50.53 | 24.01 | 14.09 | 7.04 | 4.70 | 3.52 | 17.61 | 46.73 | 7.67 | 10.18 | 9.68 | 10.79 |
Data as of 07/28/2025, AR inception is 07/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMAOX (GMO Trust - GMO Quality Cyclicals Fund) |
3.66%
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 |
|---|---|---|---|---|
| GMAOX (GMO Trust - GMO Quality Cyclicals Fund) |
10.36%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart