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GMO Quality Investment USD Acc (0P0000ULD6)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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116.28-0.46 (-0.39%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.59%
5-year average return15.61%
Number of years up11
Number of years down1
Best 1-yr total return (12 Jun 2024)30.40%
Worst 1-yr total return (12 Jun 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
YTD10.15%0.00%
1-month3.18%0.00%
3-month2.08%0.00%
1-year24.12%0.00%
3-year9.68%0.00%
5-year15.95%0.00%
10-year13.25%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)

YTD53
1-month70
3-month76
1-year73
3-year9
5-year8

Load adjusted returns

1-year24.12%
3-year9.68%
5-year15.95%
10-year13.25%