Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMAWX (GMO Small Cap Quality Fund Class III) | 9.11% | 13.69% | 10.32% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/15/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMAWX (GMO Small Cap Quality Fund Class III) | 05/15/2023 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.20 | 13.69 | 10.32 | NA | NA | NA | NA | … | … | 9.11 | -1.46 | 9.18 | 20.51 |
| Sharpe Ratio | NA | 0.74 | 0.45 | NA | NA | NA | NA | … | … | 1.12 | -0.21 | 0.32 | 1.96 |
| Standard Deviation(%) | NA | 15.88 | 18.18 | NA | NA | NA | NA | … | … | 16.39 | 21.16 | 17.34 | 15.71 |
| Draw Down(%) | NA | 8.33 | 26.57 | NA | NA | NA | NA | … | … | 8.33 | 23.25 | 9.85 | 11.11 |
| Yield(%) | 0.00 | 0.49 | 6.72 | 4.25 | 2.13 | 1.42 | 1.06 | … | … | 0.00 | 0.46 | 7.01 | 13.37 |
Data as of 06/10/2026, Common starting date is 05/15/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMAWX (GMO Small Cap Quality Fund Class III) |
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 |
|---|---|---|---|---|
| GMAWX (GMO Small Cap Quality Fund Class III) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart