Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GOFIX (GMO RESOURCES FUND CLASS III) | 33.87% | 76.06% | 11.91% | 4.95% | 12.35% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOFIX (GMO RESOURCES FUND CLASS III) | 01/06/2012 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 76.06 | 11.91 | 4.95 | 12.35 | NA | NA | … | … | 33.87 | 23.11 | -17.69 | -1.37 | -6.54 | 24.63 | 20.29 | 20.10 | -6.73 | 28.42 | 44.19 | -22.01 | -16.84 | 3.58 | 8.48 |
| Sharpe Ratio | NA | 3.68 | 0.39 | 0.12 | 0.43 | NA | NA | … | … | 4.64 | 0.77 | -1.04 | -0.22 | -0.25 | 0.98 | 0.45 | 1.19 | -0.44 | 1.95 | 1.53 | -0.99 | -1.10 | 0.25 | 0.47 |
| Standard Deviation(%) | NA | 20.05 | 22.97 | 25.19 | 25.51 | NA | NA | … | … | 20.96 | 26.38 | 20.58 | 22.52 | 31.53 | 25.08 | 44.52 | 15.62 | 18.45 | 14.28 | 28.66 | 22.31 | 15.30 | 14.23 | 18.43 |
| Draw Down(%) | NA | 6.04 | 41.11 | 48.12 | 48.12 | NA | NA | … | … | 5.29 | 27.40 | 20.32 | 20.63 | 29.37 | 12.43 | 45.98 | 16.36 | 18.35 | 13.55 | 15.74 | 33.62 | 31.51 | 14.66 | 21.11 |
| Yield(%) | 0.00 | 5.53 | 4.13 | 4.79 | 7.32 | 4.71 | 3.53 | … | … | 0.00 | 5.05 | 2.73 | 5.60 | 3.92 | 13.00 | 2.21 | 3.49 | 3.57 | 4.67 | 4.10 | 2.50 | 12.22 | 2.98 | 2.10 |
Data as of 06/04/2026, Common starting date is 01/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOFIX (GMO RESOURCES FUND CLASS III) |
-15.14%
Jan 2013 – Jan 2016 |
-0.17%
Feb 2012 – Feb 2017 |
3.50%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOFIX (GMO RESOURCES FUND CLASS III) |
28.72%
Mar 2020 – Mar 2023 |
22.66%
Feb 2016 – Feb 2021 |
13.60%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart