GFSFX - GMO Foreign Small Companies Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return-3.65%
5-Year Average Return7.21%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Mar 30, 2018)28.30%
Worst 1 Yr Total Return (Mar 30, 2018)-15.28%
Best 3-Yr Total Return28.30%
Worst 3-Yr Total Return-1.48%

Trailing Returns (%) Vs. Benchmarks

ReturnGFSFXCategory
YTD-3.65%-0.38%
1-Month-2.05%-0.80%
3-Month-3.65%-0.38%
1-Year16.86%20.74%
3-Year7.11%10.26%
5-Year7.21%9.33%
10-Year5.21%6.06%
Last Bull Market14.30%15.97%
Last Bear Market-24.18%-22.32%

Annual Total Return (%) History

Year
GFSFXCategory
2018
N/AN/A
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
2018-3.65%N/AN/AN/A
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)

YTD100
1-Month94
3-Month100
1-Year85
3-Year92
5-Year85

Load Adjusted Returns

1-Year15.70%
3-Year6.75%
5-Year6.99%
10-Year5.10%