Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMAKX (GMO-Usonian Japan Value Creation Fund Class III) | 17.67% | 34.54% | 21.09% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMAKX (GMO-Usonian Japan Value Creation Fund Class III) | 12/30/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.56 | 34.54 | 21.09 | NA | NA | NA | NA | … | … | 17.67 | 31.41 | 8.19 | 21.78 | -12.86 | 0.00 |
| Sharpe Ratio | NA | 2.08 | 1.19 | NA | NA | NA | NA | … | … | 2.63 | 1.74 | 0.27 | 1.37 | -0.81 | NA |
| Standard Deviation(%) | NA | 17.59 | 16.80 | NA | NA | NA | NA | … | … | 20.65 | 16.46 | 16.77 | 13.35 | 17.67 | 0.00 |
| Draw Down(%) | NA | 13.50 | 13.50 | NA | NA | NA | NA | … | … | 13.50 | 13.36 | 11.57 | 7.95 | 27.08 | 0.00 |
| Yield(%) | 0.00 | 5.91 | 4.85 | 3.72 | 1.86 | 1.24 | 0.93 | … | … | 0.00 | 6.80 | 2.63 | 5.30 | 4.88 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMAKX (GMO-Usonian Japan Value Creation Fund Class III) |
5.40%
Jan 2022 – Jan 2025 |
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 |
|---|---|---|---|---|
| GMAKX (GMO-Usonian Japan Value Creation Fund Class III) |
25.70%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart