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GMO Global Balanced Asset Allocation III (GMWAX)On Jan 6: 9.59   0.00 (0.00%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:21.29%
5-Year Average Return:6.02%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2004):13.40%
Worst 1-Yr Total Return (2008):-19.38%
Best 3-Yr Total Return (2004-6):11.65%
Worst 3-Yr Total Return (2006-8):-0.63%
LOAD ADJUSTED RETURNS 
1-Year:6.11%
3-Year:2.57%
5-Year:6.28%
10-Year:7.45%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnGMWAXCategoryDiffIndex*Diff
Year To Date21.2923.53-2.24N/AN/A
1-Month3.093.25-0.16N/AN/A
3-Month5.926.12-0.2N/AN/A
1-Year23.9829.33-5.35N/AN/A
3-Year2.49-0.022.51N/AN/A
5-Year6.025.420.6N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)29.6531.76-2.11N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-0.50-4.113.61N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearGMWAXCategoryDiff
2009N/AN/AN/A
2008
 
-19.38-28.989.60
2007
 
8.5811.39-2.81
2006
 
12.1116.61-4.50
2005
 
9.496.562.93
2004
 
13.4015.24-1.84
2003
 
28.4625.323.14
2002
 
3.15-2.165.31
2001
 
-1.52-3.231.71
2000
 
-0.620.23-0.85
1999
 
23.4421.831.61
PAST QUARTERLY RETURNS (%) FOR GMWAX 
Q1Q2Q3Q4
2009-4.4811.7210.01N/A
2008-4.41-1.51-5.40-9.48
20071.514.792.51-0.43
20063.86-0.933.615.16
20050.002.344.782.11
20044.65-1.572.267.66
2003-2.1814.274.4810.00
20028.32-0.95-7.183.56
2001-4.485.55-9.878.38
20000.86-1.49-0.770.79
1999N/AN/AN/A10.79
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date02600.00
1-Month03070.00
3-Month03050.00
6-Month16829656.76
1-Year234N/A
3-Year130N/A
5-Year86N/A

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