Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMAOX (GMO Trust – GMO Quality Cyclicals Fund) | NA | -27.42% | -4.95% | NA | NA | NA | NA | … | … |
Data as of 07/29/2025, Common starting date is 07/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMAOX (GMO Trust – GMO Quality Cyclicals Fund) | 07/19/2021 | 07/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -27.42 | -4.95 | NA | NA | NA | NA | … | … | -22.65 | -2.06 | 13.71 | -12.73 | 5.35 |
| Sharpe Ratio | NA | -1.03 | -0.38 | NA | NA | NA | NA | … | … | -1.11 | -0.36 | 0.65 | -0.57 | 0.68 |
| Standard Deviation(%) | NA | 29.66 | 22.18 | NA | NA | NA | NA | … | … | 35.71 | 15.63 | 15.66 | 24.84 | 17.59 |
| Draw Down(%) | NA | 32.59 | 32.59 | NA | NA | NA | NA | … | … | 29.30 | 11.71 | 14.52 | 27.40 | 10.36 |
| Yield(%) | 0.00 | 22.89 | 11.51 | 8.19 | 4.09 | 2.73 | 2.05 | … | … | 23.61 | 1.18 | 1.91 | 9.68 | 10.79 |
Data as of 07/29/2025, Common starting date 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) |
-9.14%
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) |
5.16%
Nov 2021 – Nov 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart