Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GUSOX (GMO Trust – GMO U.S. Opportunistic Value Fund) | 5.92% | 10.78% | NA | NA | NA | NA | NA | … | … |
Data as of 03/20/2026, Common starting date is 05/17/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUSOX (GMO Trust – GMO U.S. Opportunistic Value Fund) | 05/17/2023 | 03/20/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.78 | NA | NA | NA | NA | NA | … | … | 5.92 | 5.67 | 13.01 | 15.48 |
| Sharpe Ratio | NA | 0.45 | NA | NA | NA | NA | NA | … | … | 2.90 | 0.15 | 0.77 | 1.84 |
| Standard Deviation(%) | NA | 17.90 | NA | NA | NA | NA | NA | … | … | 9.51 | 18.37 | 12.24 | 12.15 |
| Draw Down(%) | NA | 12.80 | NA | NA | NA | NA | NA | … | … | 1.80 | 15.65 | 7.63 | 10.48 |
| Yield(%) | 0.00 | 4.68 | 8.27 | 4.96 | 2.48 | 1.65 | 1.24 | … | … | 0.00 | 4.74 | 12.59 | 5.75 |
Data as of 03/20/2026, Common starting date is 05/17/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUSOX (GMO Trust – GMO U.S. Opportunistic Value Fund) |
0.00%
NA |
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 |
|---|---|---|---|---|
| GUSOX (GMO Trust – GMO U.S. Opportunistic Value Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart