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GMO Opportunistic Income Fund (GMOLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.090.00 (0.00%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.37%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (4 Jun 2024)6.93%
Worst 1-yr total return (4 Jun 2024)N/A
Best 3-yr total return6.93%
Worst 3-yr total return1.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGMOLXCategory
YTD1.86%1.90%
1-month0.97%0.35%
3-month1.19%1.41%
1-year5.58%7.92%
3-year2.38%3.65%
5-year2.72%3.77%
10-year3.42%2.82%
Last bull market4.36%6.13%
Last bear market-1.11%-3.74%

Annual total return (%) history

Year
GMOLXCategory
2024
N/AN/A
2023
6.93%N/A
2022
-2.28%N/A
2021
2.64%N/A
2020
3.10%3.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.29%N/AN/AN/A
20231.77%1.24%0.77%2.99%
2022-1.09%-1.11%-1.20%1.13%
20211.42%0.58%0.51%0.11%
2020-4.13%4.51%2.49%0.40%

Rank in category (by total return)

YTD46
1-month61
3-month54
1-year71
3-year25
5-year41

Load adjusted returns

1-year5.58%
3-year2.38%
5-year2.72%
10-year3.42%