Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GQETX (GMO QUALITY FUND CLASS III) | 2.97% | 16.95% | 17.11% | 9.68% | 12.98% | 13.28% | 10.89% | … | … |
Data as of 06/10/2026, Common starting date is 02/06/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GQETX (GMO QUALITY FUND CLASS III) | 02/06/2004 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.91 | 16.95 | 17.11 | 9.68 | 12.98 | 13.28 | 10.89 | … | … | 2.97 | 19.61 | 18.91 | 30.02 | -23.29 | 25.27 | 4.67 | 31.78 | 0.50 | 29.12 | 9.73 | 1.58 | 12.49 | 26.98 | 15.98 | 11.76 | 5.13 | 19.85 | -24.12 | 6.02 | 12.74 | -0.90 | 3.09 |
| Sharpe Ratio | NA | 1.40 | 1.09 | 0.45 | 0.65 | NA | NA | … | … | 0.48 | 1.04 | 1.36 | 2.12 | -1.03 | 1.83 | 0.13 | 2.52 | -0.05 | 4.21 | 0.81 | 0.11 | 1.23 | 2.77 | 1.48 | 0.65 | 0.37 | 1.07 | -0.78 | 0.21 | 0.98 | -0.33 | 0.23 |
| Standard Deviation(%) | NA | 12.48 | 13.49 | 16.27 | 17.60 | NA | NA | … | … | 14.55 | 16.15 | 11.20 | 12.53 | 23.97 | 13.80 | 34.26 | 12.04 | 16.32 | 6.79 | 11.71 | 14.21 | 10.15 | 9.72 | 10.83 | 17.94 | 13.58 | 18.48 | 32.05 | 13.52 | 9.58 | 9.68 | 10.47 |
| Draw Down(%) | NA | 12.76 | 15.54 | 26.26 | 30.44 | NA | NA | … | … | 12.76 | 15.54 | 6.51 | 8.70 | 26.26 | 5.95 | 30.44 | 5.80 | 16.88 | 2.11 | 6.72 | 11.08 | 6.18 | 5.00 | 7.81 | 11.98 | 13.74 | 21.17 | 33.37 | 8.33 | 7.73 | 7.78 | 7.62 |
| Yield(%) | 0.00 | 11.38 | 8.21 | 5.85 | 8.82 | 10.74 | 9.30 | … | … | 0.00 | 12.01 | 5.62 | 5.29 | 0.97 | 6.31 | 1.40 | 9.86 | 17.94 | 9.62 | 3.83 | 14.94 | 22.00 | 14.42 | 13.79 | 2.04 | 1.48 | 2.00 | 2.09 | 4.14 | 2.48 | 1.30 | 1.21 |
Data as of 06/10/2026, Common starting date is 02/06/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GQETX (GMO QUALITY FUND CLASS III) |
-9.38%
Feb 2006 – Feb 2009 |
-2.90%
Mar 2004 – Mar 2009 |
7.14%
Mar 2004 – Mar 2014 |
8.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GQETX (GMO QUALITY FUND CLASS III) |
22.74%
Dec 2022 – Dec 2025 |
19.48%
Feb 2009 – Feb 2014 |
15.72%
Feb 2009 – Feb 2019 |
14.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart