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GMO Benchmark-Free Allocation Fund Class III (GBMFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.14-0.05 (-0.20%)
At close: 8:00PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return4.91%
5-Year Average Return2.89%
Number of Years Up13
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)20.65%
Worst 1 Yr Total Return (Feb 3, 2019)-11.23%
Best 3-Yr Total Return20.65%
Worst 3-Yr Total Return0.06%

Trailing Returns (%) Vs. Benchmarks

ReturnGBMFXCategory
YTD-9.47%-8.02%
1-Month1.32%1.59%
3-Month7.84%11.37%
1-Year-5.72%-3.32%
3-Year0.16%1.54%
5-Year1.15%2.70%
10-Year4.15%5.44%
Last Bull Market8.54%13.57%
Last Bear Market-4.00%-13.29%

Annual Total Return (%) History

Year
GBMFXCategory
2020
N/AN/A
2019
11.62%16.10%
2018
-5.35%-8.26%
2017
13.04%14.79%
2016
3.40%6.04%
2015
-4.28%-4.15%
2014
1.21%1.54%
2013
10.73%10.07%
2012
10.01%10.74%
2011
3.86%-3.99%
2010
4.91%10.58%
2009
20.65%24.37%
2008
-11.23%-28.98%
2007
11.28%11.39%
2006
12.93%16.61%
2005
16.44%6.56%
2004
18.15%15.24%
2003
N/A25.32%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-16.05%7.84%N/AN/A
20195.51%1.59%-1.21%5.42%
20180.77%-2.32%0.48%-4.30%
20174.71%2.77%2.25%2.74%
20160.16%0.86%3.54%-1.15%
20151.42%-0.38%-6.66%1.50%
20141.26%3.33%-2.49%-0.80%
20133.88%0.23%2.74%3.52%
20125.89%-1.40%3.29%2.01%
20111.92%1.81%-3.35%3.56%
20101.70%-5.88%6.66%2.75%
2009-2.09%9.19%7.80%4.69%
2008-3.33%-1.52%0.16%-6.90%
20071.38%5.48%3.12%0.91%
20064.22%-0.82%2.86%6.21%
20051.57%3.35%7.50%3.18%
20046.70%-3.04%5.38%8.37%
200311.38%N/AN/AN/A

Rank In Category (By Total Return)

YTD64
1-Month65
3-Month81
1-Year69
3-Year74
5-Year79

Load Adjusted Returns

1-Year-5.72%
3-Year0.16%
5-Year1.15%
10-Year4.15%