UK markets open in 6 hours 22 minutes

GMO Benchmark-Free Allocation III (GBMFX)

Other OTC - Other OTC Delayed price. Currency in USD
Add to watchlist
27.04+0.09 (+0.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.93%
5-year average return4.19%
Number of years up15
Number of years down5
Best 1-yr total return (9 May 2024)20.65%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return20.65%
Worst 3-yr total return-0.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGBMFXCategory
YTD1.85%8.60%
1-month-1.16%0.11%
3-month2.09%4.82%
1-year11.00%25.33%
3-year3.40%8.02%
5-year3.40%8.06%
10-year2.83%6.03%
Last bull market12.07%13.54%
Last bear market-3.80%-13.20%

Annual total return (%) history

Year
GBMFXCategory
2024
N/AN/A
2023
13.40%N/A
2022
-2.26%N/A
2021
2.96%N/A
2020
-2.49%6.18%
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
20243.05%N/AN/AN/A
20232.61%2.26%1.79%6.18%
2022-2.00%-3.80%-3.91%7.89%
20215.00%0.56%-2.01%-0.48%
2020-16.05%7.84%2.28%5.30%
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)

YTD38
1-month10
3-month40
1-year21
3-year17
5-year72

Load adjusted returns

1-year11.00%
3-year3.40%
5-year3.40%
10-year2.83%