Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBFFX (GMO BENCHMARK-FREE FUND CLASS III) | 10.97% | 26.81% | 16.42% | 8.88% | 7.62% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 07/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBFFX (GMO BENCHMARK-FREE FUND CLASS III) | 07/13/2015 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.90 | 26.81 | 16.42 | 8.88 | 7.62 | NA | NA | … | … | 10.97 | 24.07 | 4.64 | 15.24 | -3.36 | 4.38 | -3.35 | 13.78 | -7.16 | 17.06 | 5.41 | -7.48 |
| Sharpe Ratio | NA | 3.81 | 1.77 | 0.81 | 0.66 | NA | NA | … | … | 3.45 | 2.78 | 0.13 | 1.48 | -0.57 | 0.69 | -0.19 | 1.86 | -1.12 | 4.22 | 0.60 | -1.43 |
| Standard Deviation(%) | NA | 6.99 | 7.97 | 7.87 | 9.07 | NA | NA | … | … | 8.03 | 7.66 | 8.13 | 7.89 | 8.50 | 6.27 | 18.46 | 6.62 | 7.63 | 3.91 | 8.66 | 10.53 |
| Draw Down(%) | NA | 5.67 | 7.27 | 15.91 | 26.62 | NA | NA | … | … | 5.67 | 7.27 | 6.36 | 5.16 | 15.16 | 8.20 | 26.62 | 5.31 | 12.96 | 1.42 | 7.46 | 8.68 |
| Yield(%) | 0.00 | 5.56 | 6.08 | 4.96 | 4.68 | 2.92 | 2.19 | … | … | 0.00 | 6.04 | 5.96 | 6.22 | 5.00 | 4.59 | 3.08 | 4.38 | 3.47 | 3.28 | 2.84 | 0.00 |
Data as of 06/11/2026, Common starting date is 07/13/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBFFX (GMO BENCHMARK-FREE FUND CLASS III) |
-1.56%
Sep 2019 – Sep 2022 |
-0.33%
Sep 2017 – Sep 2022 |
5.58%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBFFX (GMO BENCHMARK-FREE FUND CLASS III) |
17.93%
May 2023 – May 2026 |
9.91%
Feb 2021 – Feb 2026 |
8.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart