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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
GMAOX (GMO Trust - GMO Quality Cyclicals Fund) 0.10% 0.95% 9.38% NA NA NA NA 4.14%
Data as of 07/24/2025, 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 07/24/2025
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 0.95 9.38 NA NA NA NA 4.14 0.10 4.19 22.67 -12.73 5.35
Sharpe Ratio NA -0.29 0.44 NA NA NA NA 0.09 -0.27 0.03 1.27 -0.57 0.68
Standard Deviation(%) NA 16.57 16.96 NA NA NA NA 18.29 10.55 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 51.06 24.51 14.09 7.04 4.70 3.52 17.61 46.73 7.67 10.18 9.68 10.79
Data as of 07/24/2025, 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