Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSBGX (GMO Small Cap Quality Fund Class VI) | -3.05% | -5.56% | NA | NA | NA | NA | NA | 23.90% |
Data as of 07/18/2025, AR inception is 09/21/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSBGX (GMO Small Cap Quality Fund Class VI) | 09/21/2022 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | -5.56 | NA | NA | NA | NA | NA | 23.90 | -3.05 | 9.33 | 31.93 | 9.78 |
| Sharpe Ratio | NA | -0.39 | NA | NA | NA | NA | NA | 0.63 | -0.35 | 0.33 | 1.42 | 1.44 |
| Standard Deviation(%) | NA | 22.47 | NA | NA | NA | NA | NA | 20.78 | 24.90 | 17.34 | 20.03 | 25.78 |
| Draw Down(%) | NA | 26.52 | NA | NA | NA | NA | NA | 26.52 | 23.22 | 9.87 | 11.39 | 7.66 |
| Yield(%) | 0.00 | 5.48 | 10.86 | 6.52 | 3.26 | 2.17 | 1.63 | 16.29 | 0.00 | 7.07 | 22.23 | 0.16 |
Data as of 07/18/2025, AR inception is 09/21/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSBGX (GMO Small Cap Quality Fund Class VI) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSBGX (GMO Small Cap Quality Fund Class VI) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart