Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GOVIX (GMO RESOURCES FUND CLASS IV) | 33.84% | 74.42% | 11.97% | 7.76% | 14.03% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOVIX (GMO RESOURCES FUND CLASS IV) | 03/27/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 74.42 | 11.97 | 7.76 | 14.03 | NA | NA | … | … | 33.84 | 23.17 | -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 | 3.68 | 0.39 | 0.23 | 0.50 | NA | NA | … | … | 4.63 | 0.77 | -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 | 20.05 | 22.98 | 25.07 | 25.44 | NA | NA | … | … | 20.95 | 26.36 | 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 | 6.01 | 41.02 | 44.38 | 45.97 | NA | NA | … | … | 5.27 | 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 | 5.46 | 4.18 | 6.98 | 9.98 | 5.63 | 4.22 | … | … | 0.00 | 5.05 | 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 06/05/2026, Common starting date 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 |
15.30%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart