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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
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%
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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
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NA
Annualized Rolling Returns Comparison Chart