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GMO Benchmark-Free Allocation IV (GBMBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.91+0.01 (+0.04%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.74%
5-year average return3.88%
Number of years up7
Number of years down4
Best 1-yr total return (23 Jun 2024)13.47%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return13.47%
Worst 3-yr total return-0.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGBMBXCategory
YTD5.05%8.60%
1-month3.10%0.11%
3-month4.69%4.82%
1-year17.99%25.33%
3-year3.65%8.02%
5-year4.67%8.06%
10-year3.06%6.03%
Last bull market12.16%13.54%
Last bear market-3.76%-13.20%

Annual total return (%) history

Year
GBMBXCategory
2024
N/AN/A
2023
13.47%N/A
2022
-2.20%N/A
2021
2.99%N/A
2020
-2.40%6.18%
2019
11.64%16.10%
2018
-5.27%-8.26%
2017
13.07%14.79%
2016
3.45%6.04%
2015
-4.23%-4.15%
2014
1.25%1.54%
2013
10.78%10.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.09%N/AN/AN/A
20232.61%2.26%1.85%6.19%
2022-2.00%-3.76%-3.91%7.90%
20215.00%0.56%-2.01%-0.45%
2020-16.02%7.84%2.30%5.34%
20195.47%1.63%-1.19%5.41%
20180.80%-2.32%0.50%-4.27%
20174.71%2.81%2.24%2.74%
20160.16%0.86%3.56%-1.12%
20151.42%-0.34%-6.64%1.50%
20141.26%3.34%-2.48%-0.78%
20133.88%0.23%2.74%3.56%

Rank in category (by total return)

YTD38
1-month57
3-month18
1-year18
3-year20
5-year73

Load adjusted returns

1-year17.99%
3-year3.65%
5-year4.67%
10-year3.06%