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GMO Resources Fund Class III (GOFIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.59-0.31 (-1.24%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return10.29%
5-Year Average Return5.75%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)44.27%
Worst 1 Yr Total Return (Feb 3, 2019)-22.02%
Best 3-Yr Total Return44.27%
Worst 3-Yr Total Return-12.65%

Trailing Returns (%) Vs. Benchmarks

ReturnGOFIXCategory
YTD-7.36%20.74%
1-Month-3.23%-1.94%
3-Month10.24%7.31%
1-Year-4.36%63.77%
3-Year17.21%9.96%
5-Year14.09%11.51%
10-Year7.27%3.43%
Last Bull Market6.41%19.09%
Last Bear Market0.00%-29.67%

Annual Total Return (%) History

Year
GOFIXCategory
2022
N/AN/A
2021
22.55%N/A
2020
22.49%16.37%
2019
20.08%14.95%
2018
-6.74%-19.01%
2017
28.37%16.61%
2016
44.27%26.69%
2015
-22.02%-22.16%
2014
-17.48%-12.48%
2013
3.58%8.75%
2012
10.31%4.34%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20228.73%-17.45%N/AN/A
202111.68%7.88%-2.50%4.33%
2020-35.58%26.59%8.71%38.17%
201911.88%1.47%-6.82%13.51%
20181.83%0.05%4.18%-12.13%
20174.31%-3.78%17.65%8.72%
201612.09%7.82%7.39%11.16%
2015-0.96%2.92%-20.51%-3.76%
20141.09%10.48%-8.70%-19.08%
2013-3.38%-7.14%12.84%2.30%
20128.49%-9.50%6.18%5.82%

Rank In Category (By Total Return)

YTD26
1-Month32
3-Month22
1-Year16
3-Year20
5-Year9

Load Adjusted Returns

1-Year78.30%
3-Year20.34%
5-Year19.32%
10-YearN/A
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