Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UUOAX (GMO Trust - GMO U.S. Opportunistic Value Fund) | -2.66% | -0.99% | NA | NA | NA | NA | NA | 8.32% |
Data as of 07/25/2025, AR inception is 02/13/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UUOAX (GMO Trust - GMO U.S. Opportunistic Value Fund) | 02/13/2023 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.20 | -0.99 | NA | NA | NA | NA | NA | 8.32 | -2.66 | 13.09 | 6.58 |
| Sharpe Ratio | NA | -0.21 | NA | NA | NA | NA | NA | 0.20 | -0.33 | 0.77 | 0.27 |
| Standard Deviation(%) | NA | 20.06 | NA | NA | NA | NA | NA | 16.12 | 23.58 | 12.25 | 14.15 |
| Draw Down(%) | NA | 16.72 | NA | NA | NA | NA | NA | 16.72 | 15.64 | 7.64 | 10.95 |
| Yield(%) | 0.00 | 9.40 | 6.05 | 3.63 | 1.81 | 1.21 | 0.91 | 9.07 | 0.00 | 12.62 | 5.33 |
Data as of 07/25/2025, AR inception is 02/13/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UUOAX (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 |
|---|---|---|---|---|
| UUOAX (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