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Saturday, December 26, 2009, 5:50PM ET - U.S. Markets Closed. Dow Up 0.51% Nasdaq Up 0.71%
GMO Tax-Managed US Equities III (GTMUX)On Dec 24: 10.83  Up 0.05 (0.46%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:17.87%
5-Year Average Return:-0.17%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):10.04%
Worst 1-Yr Total Return (2008):-30.78%
Best 3-Yr Total Return (2004-6):7.89%
Worst 3-Yr Total Return (2006-8):-7.89%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnGTMUXCategoryDiffIndex*Diff
Year To Date17.8725.10-7.2324.07-6.2
1-Month6.535.281.256.000.53
3-Month9.577.012.567.911.66
1-Year19.7728.01-8.2425.39-5.62
3-Year-5.15-5.870.72-5.790.64
5-Year-0.170.64-0.810.71-0.88
Last Bull Market ( 28-Feb-09 to 30-Sep-09)30.2946.08-15.7945.76-15.47
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-16.83-17.410.58-18.251.42
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearGTMUXCategoryDiff
2009N/AN/AN/A
2008
 
-30.78-37.797.01
2007
 
2.616.16-3.55
2006
 
10.0414.17-4.13
2005
 
4.545.88-1.34
2004
 
9.1710.02-0.85
2003
 
25.1827.05-1.87
2002
 
-19.69-22.252.56
2001
 
-9.77-13.503.73
2000
 
3.21-6.319.52
1999
 
16.9620.16-3.20
PAST QUARTERLY RETURNS (%) FOR GTMUX 
Q1Q2Q3Q4
2009-9.1810.4210.02N/A
2008-10.63-1.29-5.56-16.91
20070.594.98-0.97-1.88
20063.46-3.925.415.02
2005-1.492.501.811.69
20041.690.43-1.188.16
2003-5.6216.691.1512.36
20021.48-12.44-17.549.59
2001-10.664.63-10.848.27
20006.68-4.285.67-4.35
1999N/AN/AN/A15.80
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date1818202189.96
1-Month232211310.98
3-Month2020910.96
6-Month743206436.00
1-Year1588201178.97
3-Year548170732.10
5-Year829136060.96

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