Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GQESX (GMO Quality Fund Class R6) | 3.92% | 20.11% | 17.93% | 13.21% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/14/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GQESX (GMO Quality Fund Class R6) | 11/14/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.02 | 20.11 | 17.93 | 13.21 | NA | NA | NA | … | … | 3.92 | 19.63 | 18.94 | 29.99 | -15.34 | 31.72 | 18.36 | -0.47 |
| Sharpe Ratio | NA | 1.72 | 1.19 | 0.71 | NA | NA | NA | … | … | 0.90 | 1.04 | 1.37 | 2.12 | -0.73 | 2.41 | 0.55 | -0.31 |
| Standard Deviation(%) | NA | 12.23 | 13.42 | 15.81 | NA | NA | NA | … | … | 14.38 | 16.12 | 11.19 | 12.52 | 22.89 | 13.18 | 32.65 | 15.63 |
| Draw Down(%) | NA | 12.76 | 15.54 | 24.24 | NA | NA | NA | … | … | 12.76 | 15.54 | 6.52 | 8.72 | 24.24 | 5.13 | 30.45 | 4.88 |
| Yield(%) | 0.00 | 11.61 | 8.34 | 8.54 | 6.51 | 4.34 | 3.26 | … | … | 0.00 | 12.05 | 5.66 | 5.32 | 8.94 | 12.31 | 13.95 | 1.27 |
Data as of 06/05/2026, Common starting date is 11/14/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GQESX (GMO Quality Fund Class R6) |
9.39%
Dec 2021 – Dec 2024 |
12.44%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GQESX (GMO Quality Fund Class R6) |
24.29%
Sep 2022 – Sep 2025 |
19.30%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart