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GMO Benchmark-Free Allocation R6 (GBMSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.04+0.02 (+0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.32%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (2 Jul 2024)13.40%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return13.40%
Worst 3-yr total return4.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGBMSXCategory
YTD3.47%8.60%
1-month-1.47%0.11%
3-month0.41%4.82%
1-year11.83%25.33%
3-year3.80%8.02%
5-year3.71%8.06%
10-year2.79%6.03%
Last bull market12.06%13.54%
Last bear market-3.80%-13.20%

Annual total return (%) history

Year
GBMSXCategory
2024
N/AN/A
2023
13.40%N/A
2022
-2.25%N/A
2021
2.92%N/A
2020
N/A6.18%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.05%0.41%N/AN/A
20232.61%2.26%1.80%6.17%
2022-2.00%-3.80%-3.87%7.86%
20214.96%0.56%-2.01%-0.49%
20202.27%5.35%N/AN/A

Rank in category (by total return)

YTD68
1-month87
3-month54
1-year36
3-year21
5-year76

Load adjusted returns

1-year11.83%
3-year3.80%
5-year3.71%
10-year2.79%