Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GPBFX (GMO CORE PLUS BOND FUND CLASS IV) | 0.95% | 5.65% | 5.06% | -0.30% | 1.25% | 2.53% | 2.73% | … | … |
Data as of 03/06/2026, Common starting date is 07/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GPBFX (GMO CORE PLUS BOND FUND CLASS IV) | 07/26/2005 | 03/06/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.65 | 5.06 | -0.30 | 1.25 | 2.53 | 2.73 | … | … | 0.95 | 7.36 | 1.32 | 6.05 | -14.47 | -5.79 | 1.62 | 9.67 | 2.18 | 4.57 | 1.45 | -1.40 | 9.47 | 0.63 | 9.86 | 9.23 | 12.99 | 21.75 | -19.61 | -1.39 | 5.68 | 2.06 |
| Sharpe Ratio | NA | 0.70 | 0.31 | -0.46 | -0.07 | NA | NA | … | … | 1.30 | 1.01 | -0.42 | 0.33 | -2.09 | -1.24 | 0.19 | 2.16 | 0.29 | 1.48 | 0.36 | -0.37 | 3.11 | 0.12 | 3.28 | 2.29 | 3.10 | 3.85 | -2.97 | -1.58 | 0.99 | 0.74 |
| Standard Deviation(%) | NA | 4.11 | 5.58 | 6.01 | 5.22 | NA | NA | … | … | 2.28 | 4.44 | 5.51 | 7.26 | 7.65 | 4.68 | 7.02 | 3.79 | 2.75 | 2.65 | 3.41 | 3.84 | 3.04 | 4.99 | 3.02 | 4.01 | 4.17 | 5.62 | 6.90 | 2.90 | 2.30 | 2.92 |
| Draw Down(%) | NA | 3.07 | 7.02 | 21.96 | 26.09 | NA | NA | … | … | 0.68 | 3.07 | 4.18 | 7.07 | 18.27 | 6.84 | 8.87 | 2.31 | 1.92 | 1.46 | 4.09 | 5.70 | 1.14 | 7.42 | 1.12 | 1.70 | 3.09 | 3.18 | 21.77 | 3.79 | 1.55 | 0.95 |
| Yield(%) | 0.00 | 4.60 | 3.20 | 1.93 | 8.92 | 7.66 | 6.03 | … | … | 0.84 | 3.85 | 4.56 | 0.00 | 1.67 | 0.00 | 4.31 | 5.97 | 4.95 | 2.55 | 9.82 | 4.92 | 4.48 | 1.56 | 4.76 | 11.44 | 7.67 | 10.31 | 16.11 | 7.80 | 5.21 | 3.31 |
Data as of 03/06/2026, Common starting date is 07/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPBFX (GMO CORE PLUS BOND FUND CLASS IV) |
-8.16%
Oct 2020 – Oct 2023 |
-2.98%
May 2020 – May 2025 |
0.02%
Jan 2015 – Jan 2025 |
1.98%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPBFX (GMO CORE PLUS BOND FUND CLASS IV) |
15.60%
Feb 2009 – Feb 2012 |
11.40%
Feb 2009 – Feb 2014 |
7.17%
Mar 2009 – Mar 2019 |
4.28%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison Chart