Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GMAYX (GMO Small Cap Quality Fund Class I) | -2.42% | -5.91% | NA | NA | NA | NA | NA | 13.32% |
Data as of 07/17/2025, AR inception is 05/15/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMAYX (GMO Small Cap Quality Fund Class I) | 05/15/2023 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | -5.91 | NA | NA | NA | NA | NA | 13.32 | -2.42 | 9.23 | 20.49 |
| Sharpe Ratio | NA | -0.25 | NA | NA | NA | NA | NA | 0.45 | -0.34 | 0.32 | 1.96 |
| Standard Deviation(%) | NA | 22.69 | NA | NA | NA | NA | NA | 19.07 | 25.13 | 17.34 | 15.68 |
| Draw Down(%) | NA | 26.53 | NA | NA | NA | NA | NA | 26.53 | 23.22 | 9.85 | 11.11 |
| Yield(%) | 0.00 | 5.38 | 6.91 | 4.14 | 2.07 | 1.38 | 1.04 | 10.36 | 0.00 | 7.01 | 13.34 |
Data as of 07/17/2025, AR inception is 05/15/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMAYX (GMO Small Cap Quality Fund Class I) |
0.00%
NA |
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 |
|---|---|---|---|---|
| GMAYX (GMO Small Cap Quality Fund Class I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart