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GMCFX: GMO INTERNATIONAL EQUITY FUND CLASS IV (MUTUAL FUND)
Basic Info 39.1 1.3(3.22%) June 05
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 01/09/1998 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 6.46% |
| Expenses | 0.68% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/09/1998 |
2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 15.8 | 38.2 | 28.2 | 14.3 | 12.0 | 8.3 | 6.3 | 8.1 | 44.1 | 13.0 | 20.6 | -10.3 | 12.2 | 7.5 | 24.7 | -20.5 | 25.1 | 1.7 | -5.5 | -6.3 | 24.7 | 14.5 | -10.3 | 7.9 | 18.8 | -38.8 | 10.0 | 25.5 | 14.3 | 25.3 | 43.6 | -0.6 | -11.9 | -1.4 | 14.7 | 16.9 |
| Sharpe Ratio | NA | 1.86 | 2.1 | 1.6 | 0.73 | 0.61 | NA | NA | 0.37 | 2.52 | 0.67 | 1.34 | -0.59 | 0.91 | 0.24 | 1.97 | -1.5 | 3.26 | 0.09 | -0.33 | -0.49 | 1.78 | 0.87 | -0.39 | 0.35 | 0.71 | -1.03 | 0.4 | 1.55 | 1.2 | 1.88 | 3.5 | -0.12 | -1.04 | -0.5 | 1.03 | 0.78 |
| Draw Down(%) | NA | 11.7 | 11.7 | 13.4 | 28.6 | 40.1 | NA | NA | 59.0 | 13.4 | 9.0 | 9.3 | 27.4 | 10.5 | 35.5 | 9.6 | 29.1 | 2.8 | 12.5 | 19.1 | 17.3 | 9.6 | 16.9 | 25.0 | 19.7 | 28.9 | 49.8 | 11.9 | 15.8 | 6.6 | 10.3 | 11.4 | 20.6 | 20.9 | 12.1 | 9.1 | 24.3 |
| Standard Deviation(%) | NA | 20.6 | 17.0 | 15.6 | 16.2 | 17.0 | NA | NA | 18.0 | 16.4 | 13.9 | 12.7 | 20.0 | 13.3 | 30.3 | 11.8 | 14.6 | 7.5 | 17.3 | 16.9 | 12.8 | 13.8 | 16.8 | 26.7 | 22.0 | 26.2 | 38.5 | 17.2 | 14.3 | 10.0 | 12.9 | 12.3 | 14.7 | 14.1 | 11.3 | 10.9 | 17.7 |
| Treynor Ratio | NA | 0.33 | 0.33 | 0.25 | 0.13 | 0.11 | NA | NA | 0.07 | 0.44 | 0.1 | 0.19 | -0.13 | 0.13 | 0.07 | 0.23 | -0.21 | 0.26 | 0.02 | -0.05 | -0.06 | 0.24 | 0.15 | -0.1 | 0.08 | 0.21 | -0.44 | 0.08 | 0.23 | 0.14 | 0.27 | 0.6 | -0.03 | -0.27 | -0.08 | 0.19 | 0.2 |
| Alpha | NA | 0.02 | 0.02 | 0.04 | 0.03 | 0.01 | NA | NA | 0.01 | 0.05 | 0.05 | 0.02 | 0.0 | 0.02 | 0.0 | 0.01 | -0.02 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | -0.02 | 0.02 | 0.0 | -0.03 | 0.0 | -0.01 | 0.0 | 0.0 | 0.03 | 0.04 | 0.03 | -0.02 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 1.15 | 1.08 | 0.98 | 0.93 | 0.96 | NA | NA | 0.89 | 0.94 | 0.94 | 0.9 | 0.88 | 0.94 | 0.97 | 1.03 | 1.07 | 0.94 | 0.94 | 1.03 | 1.07 | 1.02 | 0.95 | 0.98 | 1.01 | 0.88 | 0.91 | 0.91 | 0.95 | 0.83 | 0.9 | 0.71 | 0.61 | 0.55 | 0.71 | 0.59 | 0.68 |
| RSquared | NA | 0.9 | 0.8 | 0.8 | 0.84 | 0.89 | NA | NA | 0.88 | 0.8 | 0.72 | 0.83 | 0.91 | 0.89 | 0.96 | 0.91 | 0.93 | 0.83 | 0.94 | 0.93 | 0.88 | 0.91 | 0.91 | 0.98 | 0.98 | 0.97 | 0.98 | 0.96 | 0.9 | 0.77 | 0.76 | 0.8 | 0.69 | 0.59 | 0.63 | 0.57 | 0.68 |
| Yield(%) | N/A | 0.0 | 6.4 | 7.1 | 5.3 | 5.5 | 4.5 | 4.2 | N/A | 7.8 | 4.5 | 8.4 | 3.8 | 6.8 | 4.7 | 4.3 | 2.9 | 3.2 | 4.1 | 3.1 | 7.9 | 2.4 | 3.5 | 3.3 | 1.7 | 3.5 | 8.1 | 15.6 | 12.0 | 6.4 | 3.1 | 3.8 | 4.0 | 3.5 | 8.9 | 5.7 | 13.5 |
| Dividend Growth(%) | N/A | -100.0 | 88.2 | 33.9 | 79.6 | -36.4 | N/A | N/A | N/A | 88.2 | -41.2 | 92.8 | -41.7 | 47.7 | 33.8 | 11.9 | 9.6 | -20.3 | 19.4 | -66.5 | 297.6 | -26.7 | -5.4 | 98.9 | -42.2 | -76.1 | -51.2 | 42.3 | 110.1 | 148.8 | 14.8 | -10.6 | -3.7 | -64.7 | 69.8 | -55.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/1998
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