Canada markets open in 1 hour 51 minutes

GMO Quality Fund (GQEFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
32.95+0.03 (+0.09%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.33%
5-Year Average Return16.33%
Number of Years Up16
Number of Years Down3
Best 1 Yr Total Return (Jun 17, 2024)31.79%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return31.79%
Worst 3-Yr Total Return7.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGQEFXCategory
YTD10.41%5.31%
1-Month3.51%-4.19%
3-Month2.32%3.90%
1-Year24.63%20.31%
3-Year10.30%6.48%
5-Year16.75%11.78%
10-Year14.02%10.96%
Last Bull Market24.40%25.56%
Last Bear Market-11.91%-15.11%

Annual Total Return (%) History

Year
GQEFXCategory
2024
N/AN/A
2023
30.06%22.32%
2022
-15.17%-16.96%
2021
26.26%26.07%
2020
18.51%15.83%
2019
31.79%28.78%
2018
0.51%-6.27%
2017
29.06%20.44%
2016
9.81%10.37%
2015
1.51%-1.07%
2014
12.59%10.96%
2013
25.47%31.50%
2012
11.99%14.96%
2011
11.85%-1.27%
2010
5.51%14.01%
2009
19.89%28.17%
2008
-24.08%-37.79%
2007
6.05%6.16%
2006
12.69%14.17%
2005
-0.82%5.88%
2004
N/A10.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.86%N/AN/AN/A
20238.69%11.69%-4.21%11.84%
2022-6.40%-11.91%-6.54%10.08%
20216.74%8.65%-0.04%8.91%
2020-16.43%16.10%7.55%13.57%
201913.28%3.63%1.79%10.28%
2018-0.65%4.07%10.36%-11.91%
20179.21%6.51%3.11%7.60%
20164.18%2.63%3.48%-0.76%
20150.45%-1.38%-4.14%6.89%
20142.04%3.73%1.17%5.13%
201310.47%2.15%1.59%9.45%
20129.56%-1.00%5.79%-2.40%
20113.48%3.48%-5.35%10.37%
20101.39%-12.21%11.47%6.35%
2009-8.34%9.74%9.34%9.01%
2008-8.68%-3.43%-0.86%-13.16%
2007-0.05%4.54%0.69%0.80%
20063.86%-3.51%7.93%4.19%
2005-2.31%0.45%0.00%1.07%
20041.71%-2.67%5.84%N/A

Rank In Category (By Total Return)

YTD52
1-Month76
3-Month73
1-Year68
3-Year10
5-Year8

Load Adjusted Returns

1-Year24.63%
3-Year10.30%
5-Year16.75%
10-Year14.02%