Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEMNX (GMO Emerging Markets Fund Class R6) | 33.67% | 57.76% | 26.90% | 7.33% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEMNX (GMO Emerging Markets Fund Class R6) | 04/01/2020 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.76 | 57.76 | 26.90 | 7.33 | NA | NA | NA | … | … | 33.67 | 27.17 | -0.45 | 17.69 | -31.60 | 5.52 | 42.12 |
| Sharpe Ratio | NA | 3.38 | 1.64 | 0.33 | NA | NA | NA | … | … | 4.49 | 1.54 | -0.54 | 1.00 | -1.53 | 0.35 | 3.14 |
| Standard Deviation(%) | NA | 19.70 | 16.44 | 17.29 | NA | NA | NA | … | … | 26.78 | 16.03 | 13.03 | 13.56 | 21.62 | 15.65 | 18.88 |
| Draw Down(%) | NA | 13.38 | 16.95 | 41.58 | NA | NA | NA | … | … | 13.38 | 14.48 | 12.11 | 10.98 | 40.22 | 11.84 | 6.71 |
| Yield(%) | 0.00 | 5.78 | 6.45 | 4.59 | 3.97 | 2.64 | 1.98 | … | … | 0.00 | 6.55 | 5.34 | 7.78 | 5.00 | 7.56 | 5.10 |
Data as of 06/09/2026, Common starting date is 04/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEMNX (GMO Emerging Markets Fund Class R6) |
-6.91%
Jan 2021 – Jan 2024 |
3.11%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEMNX (GMO Emerging Markets Fund Class R6) |
30.95%
May 2023 – May 2026 |
8.21%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart