Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMOUX (GMO International Equity Fund Class I) | 14.39% | 36.09% | 26.49% | 13.83% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMOUX (GMO International Equity Fund Class I) | 05/25/2021 | 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 (%) | -4.24 | 36.09 | 26.49 | 13.83 | NA | NA | NA | … | … | 14.39 | 43.72 | 12.76 | 20.35 | -10.53 | -2.61 |
| Sharpe Ratio | NA | 2.08 | 1.51 | 0.69 | NA | NA | NA | … | … | 1.86 | 2.48 | 0.66 | 1.10 | -0.60 | -0.33 |
| Standard Deviation(%) | NA | 16.98 | 16.34 | 16.61 | NA | NA | NA | … | … | 20.58 | 16.51 | 13.85 | 15.26 | 20.04 | 12.96 |
| Draw Down(%) | NA | 11.66 | 13.43 | 28.87 | NA | NA | NA | … | … | 11.66 | 13.43 | 9.07 | 9.32 | 27.52 | 10.55 |
| Yield(%) | 0.00 | 6.32 | 6.67 | 4.95 | 2.52 | 1.68 | 1.26 | … | … | 0.00 | 7.67 | 4.12 | 8.22 | 3.55 | 4.25 |
Data as of 06/10/2026, Common starting date is 05/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMOUX (GMO International Equity Fund Class I) |
4.63%
Jun 2021 – Jun 2024 |
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 |
|---|---|---|---|---|
| GMOUX (GMO International Equity Fund Class I) |
30.34%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart