Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GMOUX (GMO International Equity Fund Class I) | 25.33% | 29.84% | 21.41% | NA | NA | NA | NA | 10.34% |
Data as of 07/25/2025, AR inception is 05/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMOUX (GMO International Equity Fund Class I) | 05/25/2021 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.13 | 29.84 | 21.41 | NA | NA | NA | NA | 10.34 | 25.33 | 12.76 | 20.35 | -10.53 | -2.61 |
| Sharpe Ratio | NA | 1.52 | 1.12 | NA | NA | NA | NA | 0.45 | 2.56 | 0.66 | 1.10 | -0.60 | -0.33 |
| Standard Deviation(%) | NA | 17.60 | 16.13 | NA | NA | NA | NA | 16.36 | 18.24 | 13.85 | 15.26 | 20.04 | 12.96 |
| Draw Down(%) | NA | 13.43 | 13.89 | NA | NA | NA | NA | 28.87 | 13.43 | 9.07 | 9.32 | 27.52 | 10.55 |
| Yield(%) | 0.00 | 2.57 | 5.64 | 3.56 | 1.78 | 1.19 | 0.89 | 4.45 | 0.00 | 4.12 | 8.22 | 3.55 | 4.25 |
Data as of 07/25/2025, AR inception is 05/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMOUX (GMO International Equity Fund Class I) |
4.63%
Jun 2021 - Jun 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 |
|---|---|---|---|---|
| GMOUX (GMO International Equity Fund Class I) |
21.32%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart