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GMO Quality Investment USD Acc (0P0000ULD6)

Other OTC - Other OTC Delayed price. Currency in USD
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113.70+0.41 (+0.36%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.63%
5-year average return15.84%
Number of years up11
Number of years down1
Best 1-yr total return (20 May 2024)30.40%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return30.40%
Worst 3-yr total return7.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000ULD6Category
YTD6.75%0.00%
1-month-3.65%0.00%
3-month3.79%0.00%
1-year23.40%0.00%
3-year9.04%0.00%
5-year14.04%0.00%
10-year13.10%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000ULD6Category
2024
N/AN/A
2023
29.04%N/A
2022
-15.56%N/A
2021
25.53%N/A
2020
17.49%N/A
2019
30.40%N/A
2018
0.00%N/A
2017
28.02%N/A
2016
9.05%N/A
2015
1.01%N/A
2014
11.98%N/A
2013
24.40%N/A
2012
11.13%N/A
2011
11.07%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.79%N/AN/AN/A
20238.43%11.25%-4.12%11.56%
2022-6.05%-12.09%-6.59%9.44%
20216.45%8.32%-0.02%8.89%
2020-16.56%15.56%7.36%13.50%
201912.88%3.54%1.45%9.98%
2018-0.98%3.93%10.36%-11.95%
20178.89%6.27%3.08%7.33%
20163.87%2.28%3.56%-0.88%
20150.22%-1.71%-4.13%6.96%
20141.87%3.58%1.03%5.05%
201310.34%1.96%1.40%9.05%
20129.29%-1.10%5.62%-2.65%
20113.44%3.20%-5.50%10.11%

Rank in category (by total return)

YTD23
1-month24
3-month49
1-year30
3-year5
5-year6

Load adjusted returns

1-year23.40%
3-year9.04%
5-year14.04%
10-year13.10%