Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GMOYX (GMO Trust - GMO Resource Transition Fund) | 13.14% | -4.04% | NA | NA | NA | NA | NA | -11.96% |
Data as of 07/25/2025, AR inception is 05/15/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMOYX (GMO Trust - GMO Resource Transition Fund) | 05/15/2023 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.47 | -4.04 | NA | NA | NA | NA | NA | -11.96 | 13.14 | -26.23 | -7.13 |
| Sharpe Ratio | NA | -0.23 | NA | NA | NA | NA | NA | -0.52 | 0.65 | -1.16 | -0.56 |
| Standard Deviation(%) | NA | 31.34 | NA | NA | NA | NA | NA | 28.18 | 33.50 | 25.77 | 26.76 |
| Draw Down(%) | NA | 37.51 | NA | NA | NA | NA | NA | 51.24 | 26.71 | 27.03 | 28.71 |
| Yield(%) | 0.00 | 1.38 | 2.02 | 1.21 | 0.61 | 0.40 | 0.30 | 3.03 | 0.00 | 1.96 | 4.34 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| GMOYX (GMO Trust - GMO Resource Transition Fund) |
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 |
|---|---|---|---|---|
| GMOYX (GMO Trust - GMO Resource Transition Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart