Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GUGAX (GMO CORE PLUS BOND FUND CLASS III) | 2.49% | 3.47% | 1.87% | -2.86% | 0.57% | 2.41% | 2.46% | 3.80% |
Data as of 07/24/2025, AR inception is 06/16/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUGAX (GMO CORE PLUS BOND FUND CLASS III) | 06/16/1997 | 07/24/2025 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 3.47 | 1.87 | -2.86 | 0.57 | 2.41 | 2.46 | 3.80 | 2.49 | 1.27 | 6.02 | -14.48 | -5.90 | 1.52 | 9.65 | 2.13 | 4.44 | 1.38 | -1.55 | 9.54 | 0.49 | 9.98 | 9.08 | 12.96 | 21.67 | -19.59 | -1.44 | 5.64 | 3.80 | 6.58 | 11.23 | 5.81 | 9.89 | 12.66 | -2.38 | 3.87 | 9.00 |
| Sharpe Ratio | NA | -0.10 | -0.17 | -0.79 | -0.17 | NA | NA | 0.47 | 0.19 | -0.96 | 0.25 | -2.10 | -1.27 | 0.18 | 2.16 | 0.29 | 1.43 | 0.37 | -0.41 | 3.10 | 0.09 | 3.38 | 2.28 | 3.18 | 3.78 | -3.01 | -1.57 | 1.03 | 0.45 | 1.17 | 2.36 | 0.96 | 1.32 | 1.92 | -1.08 | 0.10 | 3.03 |
| Standard Deviation(%) | NA | 5.28 | 6.71 | 6.17 | 5.22 | NA | NA | 4.83 | 5.48 | 5.54 | 7.24 | 7.59 | 4.68 | 7.06 | 3.81 | 2.79 | 2.67 | 3.14 | 3.80 | 3.07 | 4.97 | 2.96 | 3.97 | 4.05 | 5.70 | 6.79 | 2.84 | 2.31 | 3.64 | 4.83 | 4.46 | 4.89 | 5.83 | 4.47 | 5.19 | 5.36 | 4.47 |
| Draw Down(%) | NA | 4.81 | 9.94 | 25.19 | 26.18 | NA | NA | 26.18 | 3.08 | 4.18 | 7.11 | 18.21 | 6.87 | 8.85 | 2.32 | 1.93 | 1.47 | 4.05 | 5.72 | 1.14 | 7.44 | 1.26 | 1.70 | 3.00 | 3.21 | 21.80 | 3.93 | 1.64 | 2.39 | 5.12 | 4.14 | 5.73 | 3.57 | 3.86 | 5.78 | 4.43 | 1.96 |
| Yield(%) | 0.00 | 4.20 | 2.11 | 1.83 | 7.69 | 7.18 | 5.66 | 6.04 | 0.00 | 4.53 | 0.00 | 1.64 | 0.00 | 4.32 | 5.94 | 4.95 | 2.47 | 9.62 | 4.91 | 4.39 | 1.57 | 4.71 | 11.42 | 7.62 | 10.25 | 16.15 | 7.76 | 5.17 | 3.42 | 4.58 | 7.35 | 10.62 | 6.25 | 8.72 | 7.62 | 4.01 | 5.97 |
Data as of 07/24/2025, AR inception is 06/16/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUGAX (GMO CORE PLUS BOND FUND CLASS III) |
-8.22%
Oct 2020 - Oct 2023 |
-3.04%
May 2020 - May 2025 |
-0.04%
Jan 2015 - Jan 2025 |
1.92%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUGAX (GMO CORE PLUS BOND FUND CLASS III) |
15.56%
Feb 2009 - Feb 2012 |
11.34%
Feb 2009 - Feb 2014 |
7.11%
Mar 2009 - Mar 2019 |
6.41%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart