Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMOYX (GMO Trust – GMO Resource Transition Fund) | 20.87% | 75.86% | 6.57% | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 05/15/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMOYX (GMO Trust – GMO Resource Transition Fund) | 05/15/2023 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | 75.86 | 6.57 | NA | NA | NA | NA | … | … | 20.87 | 47.42 | -26.21 | -7.13 |
| Sharpe Ratio | NA | 2.80 | 0.12 | NA | NA | NA | NA | … | … | 1.79 | 1.53 | -1.15 | -0.56 |
| Standard Deviation(%) | NA | 26.11 | 27.65 | NA | NA | NA | NA | … | … | 27.98 | 29.27 | 25.91 | 26.83 |
| Draw Down(%) | NA | 12.04 | 51.23 | NA | NA | NA | NA | … | … | 12.04 | 26.71 | 27.03 | 28.71 |
| Yield(%) | 0.00 | 4.95 | 3.05 | 1.85 | 0.92 | 0.62 | 0.46 | … | … | 0.00 | 4.91 | 1.96 | 4.34 |
Data as of 06/12/2026, Common starting date 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