Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UUOAX (GMO Trust – GMO U.S. Opportunistic Value Fund) | 10.07% | 23.76% | 16.35% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/13/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UUOAX (GMO Trust – GMO U.S. Opportunistic Value Fund) | 02/13/2023 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | 23.76 | 16.35 | NA | NA | NA | NA | … | … | 10.07 | 13.53 | 13.09 | 6.58 |
| Sharpe Ratio | NA | 2.16 | 1.02 | NA | NA | NA | NA | … | … | 2.23 | 0.64 | 0.77 | 0.27 |
| Standard Deviation(%) | NA | 11.07 | 13.66 | NA | NA | NA | NA | … | … | 10.50 | 16.76 | 12.25 | 14.15 |
| Draw Down(%) | NA | 6.02 | 16.72 | NA | NA | NA | NA | … | … | 6.02 | 15.64 | 7.64 | 10.95 |
| Yield(%) | 0.00 | 11.61 | 10.48 | 6.01 | 3.01 | 2.00 | 1.50 | … | … | 0.00 | 11.74 | 12.62 | 5.33 |
Data as of 06/08/2026, Common starting date is 02/13/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UUOAX (GMO Trust – GMO U.S. Opportunistic Value Fund) |
14.58%
Mar 2023 – Mar 2026 |
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 |
|---|---|---|---|---|
| UUOAX (GMO Trust – GMO U.S. Opportunistic Value Fund) |
18.33%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart