Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GOVIX (GMO RESOURCES FUND CLASS IV) | 6.03% | -4.82% | -0.89% | 9.24% | 9.30% | NA | NA | 5.99% |
Data as of 07/25/2025, AR inception is 03/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOVIX (GMO RESOURCES FUND CLASS IV) | 03/27/2013 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.31 | -4.82 | -0.89 | 9.24 | 9.30 | NA | NA | 5.99 | 6.03 | -17.62 | -1.34 | 0.08 | 32.11 | 22.53 | 20.21 | -6.72 | 28.55 | 44.13 | -21.95 | -16.81 | 6.76 |
| Sharpe Ratio | NA | -0.29 | -0.17 | 0.29 | 0.29 | NA | NA | 0.19 | 0.26 | -1.03 | -0.22 | -0.04 | 1.29 | 0.50 | 1.20 | -0.44 | 1.96 | 1.53 | -0.99 | -1.10 | 0.60 |
| Standard Deviation(%) | NA | 27.81 | 25.12 | 25.79 | 26.32 | NA | NA | 24.74 | 31.01 | 20.63 | 22.51 | 31.26 | 24.80 | 44.41 | 15.64 | 18.52 | 14.33 | 28.73 | 22.27 | 15.28 | 14.73 |
| Draw Down(%) | NA | 32.79 | 43.11 | 44.38 | 45.97 | NA | NA | 51.58 | 27.40 | 20.33 | 20.57 | 27.11 | 11.14 | 45.97 | 16.39 | 18.30 | 13.54 | 15.78 | 33.62 | 31.47 | 10.87 |
| Yield(%) | 0.00 | 2.66 | 5.44 | 11.17 | 9.45 | 5.34 | 4.00 | 6.67 | 0.00 | 2.78 | 5.70 | 9.78 | 19.46 | 4.32 | 3.54 | 3.56 | 4.75 | 4.19 | 2.56 | 12.39 | 3.24 |
Data as of 07/25/2025, AR inception is 03/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOVIX (GMO RESOURCES FUND CLASS IV) |
-11.10%
May 2022 - May 2025 |
0.65%
Aug 2014 - Aug 2019 |
5.05%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOVIX (GMO RESOURCES FUND CLASS IV) |
35.11%
Mar 2020 - Mar 2023 |
23.15%
Feb 2016 - Feb 2021 |
9.70%
Jul 2013 - Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart