UK markets closed

GMO Global Equity Allocation Fund (GAAUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
28.85+0.04 (+0.14%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.61%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (27 Jun 2024)22.08%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return22.08%
Worst 3-yr total return5.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGAAUXCategory
YTD8.02%14.38%
1-month4.28%-1.21%
3-month5.30%5.03%
1-year25.13%39.50%
3-year2.82%9.11%
5-year10.00%10.10%
10-year6.15%7.90%
Last bull market21.75%15.53%
Last bear market-12.40%-17.52%

Annual total return (%) history

Year
GAAUXCategory
2024
N/AN/A
2023
22.08%N/A
2022
-17.08%N/A
2021
14.89%N/A
2020
N/A2.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.39%N/AN/AN/A
20236.45%5.06%-1.29%10.59%
2022-8.46%-12.40%-8.93%13.54%
20219.03%4.53%-2.99%3.92%
202016.71%N/AN/AN/A

Rank in category (by total return)

YTD37
1-month26
3-month44
1-year22
3-year81
5-year45

Load adjusted returns

1-year25.13%
3-year2.82%
5-year10.00%
10-year6.15%