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GECMX: GMO Emerging Countries M (MUTUAL FUND)
Basic Info
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/10/2002 |
| Last Dividend Date: | 12/23/2013 |
| 12-Mo. Yield | 2.41% |
| Expenses | 1.48% |
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Performance Analytics (As of 05/07/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/10/2002 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | -5.4 | -5.6 | 7.8 | 9.5 | 11.2 | -1.2 | -6.9 | 14.7 | -17.4 | 20.5 | 67.8 | -55.1 | 37.4 | 29.1 | 36.0 | 26.5 | 68.8 | -13.7 |
| Sharpe Ratio | NA | -0.37 | -0.29 | 0.38 | 0.33 | 0.43 | -0.24 | -0.48 | 0.9 | -0.69 | 0.91 | 2.13 | -1.18 | 1.47 | 1.38 | 2.57 | 1.4 | 5.33 | -1.48 |
| Draw Down(%) | NA | 16.8 | 27.8 | 29.8 | 67.5 | 67.5 | 9.5 | 19.9 | 19.4 | 29.8 | 18.2 | 24.2 | 64.4 | 17.5 | 24.5 | 10.6 | 22.1 | 10.3 | 23.2 |
| Standard Deviation(%) | NA | 14.6 | 19.2 | 20.5 | 25.4 | 23.9 | 13.7 | 14.2 | 16.4 | 25.3 | 22.5 | 31.9 | 47.4 | 23.5 | 18.8 | 13.1 | 18.3 | 12.8 | 18.7 |
| Treynor Ratio | NA | -0.06 | -0.06 | 0.08 | 0.09 | 0.11 | -0.03 | -0.07 | 0.15 | -0.19 | 0.19 | 0.7 | -0.6 | 0.36 | 0.26 | 0.35 | 0.26 | 0.84 | -0.34 |
| Alpha | NA | -0.01 | -0.03 | -0.03 | -0.04 | -0.01 | -0.03 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.04 | 0.0 | 0.0 | 0.01 | 0.0 | 0.06 | -0.05 |
| Beta | NA | 0.98 | 0.95 | 0.99 | 0.96 | 0.95 | 0.97 | 0.98 | 0.96 | 0.93 | 1.05 | 0.97 | 0.93 | 0.97 | 0.99 | 0.97 | 0.99 | 0.81 | 0.8 |
| RSquared | NA | 0.93 | 0.92 | 0.94 | 0.96 | 0.95 | 0.91 | 0.94 | 0.92 | 0.92 | 0.98 | 0.98 | 0.99 | 0.99 | 0.96 | 0.92 | 0.81 | 0.86 | 0.73 |
| Yield(%) | N/A | 2.4 | 1.7 | 2.4 | 14.5 | N/A | 0.0 | 2.3 | 1.7 | 1.6 | 1.4 | 2.0 | 14.4 | 35.7 | 32.6 | 14.5 | 19.0 | 5.0 | 0.0 |
| Dividend Growth(%) | N/A | 49.7 | -76.9 | -95.4 | N/A | N/A | -100.0 | 49.7 | -9.3 | 27.3 | 16.3 | -94.7 | -60.5 | -1.0 | 182.3 | -22.3 | 536.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/10/2002
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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