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GMO U.S. Opportunistic Value Vi (UUOAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.11-0.06 (-0.26%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.60%
5-Year Average Return0.00%
Number of Years Up1
Number of Years DownN/A
Best 1 Yr Total Return (Jul 2, 2024)16.45%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return16.45%
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnUUOAXCategory
YTD8.46%4.44%
1-Month-0.22%-4.04%
3-Month-1.70%4.09%
1-Year18.90%14.37%
3-Year0.00%6.04%
5-Year0.00%9.20%
10-Year0.00%8.57%
Last Bull Market26.87%22.97%
Last Bear Market0.00%-11.27%

Annual Total Return (%) History

Year
UUOAXCategory
2024
N/AN/A
2023
16.45%11.63%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.34%-1.70%N/AN/A
20232.44%3.69%-1.12%10.87%

Rank In Category (By Total Return)

YTD33
1-Month36
3-Month54
1-Year19
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year18.90%
3-YearN/A
5-YearN/A
10-YearN/A