Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GMAUX (GMO Emerging Markets ex-China Fund Class III) | 13.92% | 7.21% | 15.50% | NA | NA | NA | NA | -0.28% |
Data as of 07/18/2025, AR inception is 11/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMAUX (GMO Emerging Markets ex-China Fund Class III) | 11/19/2021 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 7.21 | 15.50 | NA | NA | NA | NA | -0.28 | 13.92 | 0.31 | 27.19 | -32.42 | 0.97 |
| Sharpe Ratio | NA | 0.08 | 0.86 | NA | NA | NA | NA | -0.20 | 1.34 | -0.26 | 1.88 | -1.54 | 0.50 |
| Standard Deviation(%) | NA | 15.57 | 14.05 | NA | NA | NA | NA | 16.61 | 17.36 | 12.53 | 12.63 | 22.07 | 18.07 |
| Draw Down(%) | NA | 19.89 | 19.89 | NA | NA | NA | NA | 42.03 | 12.85 | 10.17 | 8.66 | 42.03 | 4.32 |
| Yield(%) | 0.00 | 15.13 | 13.99 | 5.55 | 2.78 | 1.85 | 1.39 | 9.25 | 0.00 | 24.71 | 7.97 | 3.10 | 0.66 |
Data as of 07/18/2025, AR inception is 11/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMAUX (GMO Emerging Markets ex-China Fund Class III) |
-4.82%
Dec 2021 - Dec 2024 |
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 |
|---|---|---|---|---|
| GMAUX (GMO Emerging Markets ex-China Fund Class III) |
14.56%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart