Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMODX (GMO OPPORTUNISTIC INCOME FUND CLASS VI) | 1.19% | 4.71% | 5.86% | 3.86% | 4.25% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/12/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMODX (GMO OPPORTUNISTIC INCOME FUND CLASS VI) | 02/12/2014 | 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 4.71 | 5.86 | 3.86 | 4.25 | NA | NA | … | … | 1.19 | 6.47 | 6.12 | 7.07 | -2.13 | 2.87 | 3.34 | 3.83 | 4.02 | 6.41 | 5.14 | 1.67 | 3.81 |
| Sharpe Ratio | NA | 1.33 | 1.40 | 0.70 | 1.34 | NA | NA | … | … | -0.15 | 2.26 | 1.30 | 1.54 | -1.63 | 3.51 | 0.75 | 2.84 | 3.09 | 8.71 | 5.60 | 2.35 | 4.88 |
| Standard Deviation(%) | NA | 1.36 | 1.81 | 1.86 | 1.92 | NA | NA | … | … | 1.38 | 1.59 | 1.93 | 2.24 | 2.19 | 0.81 | 4.13 | 0.83 | 0.85 | 0.66 | 0.88 | 0.70 | 0.88 |
| Draw Down(%) | NA | 0.65 | 0.98 | 4.43 | 8.79 | NA | NA | … | … | 0.65 | 0.98 | 0.72 | 0.83 | 4.43 | 0.31 | 8.79 | 0.42 | 0.22 | 0.15 | 0.77 | 0.36 | 0.20 |
| Yield(%) | 0.00 | 4.99 | 6.08 | 4.86 | 4.51 | 3.34 | 2.51 | … | … | 2.04 | 5.06 | 5.33 | 6.21 | 5.05 | 2.11 | 4.11 | 5.59 | 4.33 | 2.76 | 2.61 | 1.71 | 1.58 |
Data as of 06/11/2026, Common starting date is 02/12/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMODX (GMO OPPORTUNISTIC INCOME FUND CLASS VI) |
0.66%
Oct 2019 – Oct 2022 |
2.07%
Oct 2017 – Oct 2022 |
3.53%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMODX (GMO OPPORTUNISTIC INCOME FUND CLASS VI) |
6.96%
Oct 2022 – Oct 2025 |
4.95%
Feb 2016 – Feb 2021 |
4.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart