GFSFX - GMO Foreign Small Companies IV

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return28.30%
5-Year Average Return9.49%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Dec 30, 2017)28.30%
Worst 1 Yr Total Return (Dec 30, 2017)-15.28%
Best 3-Yr Total Return28.30%
Worst 3-Yr Total Return-1.48%

Trailing Returns (%) Vs. Benchmarks

ReturnGFSFXCategory
YTD28.30%31.59%
1-Month3.02%2.33%
3-Month7.84%5.04%
1-Year28.30%31.59%
3-Year10.92%12.15%
5-Year9.49%10.90%
10-Year5.04%5.11%
Last Bull Market14.30%15.96%
Last Bear Market-24.18%-22.25%

Annual Total Return (%) History

Year
GFSFXCategory
2017
28.30%31.58%
2016
0.19%1.79%
2015
6.17%3.79%
2014
-10.10%-5.05%
2013
28.23%25.35%
2012
22.81%18.99%
2011
-15.28%-14.41%
2010
24.91%21.01%
2009
N/A42.79%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20175.78%6.94%5.18%7.84%
2016-1.76%-3.23%7.96%-2.38%
20157.02%2.91%-7.00%3.66%
20143.07%1.93%-10.72%-4.15%
20137.04%0.00%12.35%6.62%
201214.34%-6.92%8.22%6.64%
20113.87%1.83%-20.99%1.37%
20104.52%-9.25%18.67%10.98%
20091.73%N/AN/AN/A

Rank In Category (By Total Return)

YTD77
1-Month10
3-Month1
1-Year77
3-Year71
5-Year74

Load Adjusted Returns

1-Year27.02%
3-Year10.55%
5-Year9.27%
10-Year4.93%