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GMO Global Equity Allocation Fund (GAAUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.85+0.04 (+0.14%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.61%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Jun 27, 2024)22.08%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return22.08%
Worst 3-Yr Total Return5.16%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGAAUXCategory
YTD8.02%14.38%
1-Month4.28%-1.21%
3-Month5.30%5.03%
1-Year25.13%39.50%
3-Year2.82%9.11%
5-Year10.00%10.10%
10-Year6.15%7.90%
Last Bull Market21.75%15.53%
Last Bear Market-12.40%-17.52%

Annual Total Return (%) History

Year
GAAUXCategory
2024
N/AN/A
2023
22.08%N/A
2022
-17.08%N/A
2021
14.89%N/A
2020
N/A2.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.39%N/AN/AN/A
20236.45%5.06%-1.29%10.59%
2022-8.46%-12.40%-8.93%13.54%
20219.03%4.53%-2.99%3.92%
202016.71%N/AN/AN/A

Rank In Category (By Total Return)

YTD37
1-Month26
3-Month44
1-Year22
3-Year81
5-Year45

Load Adjusted Returns

1-Year25.13%
3-Year2.82%
5-Year10.00%
10-Year6.15%