Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMOLX (GMO Opportunistic Income Fund Class I) | 0.96% | 4.47% | 5.59% | 3.62% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/06/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMOLX (GMO Opportunistic Income Fund Class I) | 11/06/2019 | 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 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 4.47 | 5.59 | 3.62 | NA | NA | NA | … | … | 0.96 | 6.26 | 5.83 | 6.92 | -2.32 | 2.68 | 3.10 | -0.03 |
| Sharpe Ratio | NA | 1.16 | 1.30 | 0.59 | NA | NA | NA | … | … | -0.34 | 2.21 | 1.15 | 1.48 | -1.79 | 3.28 | 0.69 | -1.75 |
| Standard Deviation(%) | NA | 1.31 | 1.78 | 1.82 | NA | NA | NA | … | … | 1.33 | 1.53 | 1.92 | 2.23 | 2.11 | 0.81 | 4.11 | 0.76 |
| Draw Down(%) | NA | 0.67 | 0.94 | 4.55 | NA | NA | NA | … | … | 0.67 | 0.94 | 0.78 | 0.83 | 4.55 | 0.31 | 8.83 | 0.29 |
| Yield(%) | 0.00 | 4.78 | 5.86 | 4.67 | 3.08 | 2.05 | 1.54 | … | … | 1.94 | 4.85 | 5.13 | 6.06 | 4.87 | 1.93 | 4.00 | 4.44 |
Data as of 06/10/2026, Common starting date is 11/06/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMOLX (GMO Opportunistic Income Fund Class I) |
0.91%
Feb 2020 – Feb 2023 |
3.12%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMOLX (GMO Opportunistic Income Fund Class I) |
6.74%
Oct 2022 – Oct 2025 |
4.50%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart