Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMOWX (GMO Resources Fund Class VI) | 24.52% | 55.36% | 8.60% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/08/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMOWX (GMO Resources Fund Class VI) | 02/08/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.37 | 55.36 | 8.60 | NA | NA | NA | NA | … | … | 24.52 | 23.19 | -17.58 | -1.36 | -6.13 |
| Sharpe Ratio | NA | 3.59 | 0.38 | NA | NA | NA | NA | … | … | 4.59 | 0.77 | -1.03 | -0.22 | -0.24 |
| Standard Deviation(%) | NA | 20.02 | 22.93 | NA | NA | NA | NA | … | … | 20.69 | 26.34 | 20.63 | 22.82 | 34.43 |
| Draw Down(%) | NA | 6.01 | 41.00 | NA | NA | NA | NA | … | … | 5.27 | 27.36 | 20.28 | 20.61 | 27.74 |
| Yield(%) | 0.00 | 5.36 | 4.13 | 3.79 | 1.90 | 1.26 | 0.95 | … | … | 0.00 | 5.17 | 2.82 | 5.53 | 8.75 |
Data as of 06/10/2026, Common starting date is 02/08/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMOWX (GMO Resources Fund Class VI) |
-11.35%
May 2022 – May 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 |
|---|---|---|---|---|
| GMOWX (GMO Resources Fund Class VI) |
13.53%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart