Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GUSOX (GMO Trust - GMO U.S. Opportunistic Value Fund) | -4.76% | -4.59% | NA | NA | NA | NA | NA | 11.49% |
Data as of 07/18/2025, AR inception is 05/17/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUSOX (GMO Trust - GMO U.S. Opportunistic Value Fund) | 05/17/2023 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.16 | -4.59 | NA | NA | NA | NA | NA | 11.49 | -4.76 | 13.01 | 15.48 |
| Sharpe Ratio | NA | -0.39 | NA | NA | NA | NA | NA | 0.45 | -0.49 | 0.77 | 1.84 |
| Standard Deviation(%) | NA | 19.93 | NA | NA | NA | NA | NA | 15.87 | 23.76 | 12.24 | 12.15 |
| Draw Down(%) | NA | 16.71 | NA | NA | NA | NA | NA | 16.71 | 15.65 | 7.63 | 10.48 |
| Yield(%) | 0.00 | 9.24 | 6.53 | 3.92 | 1.96 | 1.31 | 0.98 | 9.80 | 0.00 | 12.59 | 5.75 |
Data as of 07/18/2025, AR inception is 05/17/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUSOX (GMO Trust - GMO U.S. Opportunistic Value Fund) |
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 |
|---|---|---|---|---|
| GUSOX (GMO Trust - GMO U.S. Opportunistic Value Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart