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GMO US Equity VI (GMCQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.67+0.01 (+0.07%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.79%
5-year average return15.30%
Number of years up17
Number of years down3
Best 1-yr total return (26 Jun 2024)32.34%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return32.34%
Worst 3-yr total return6.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGMCQXCategory
YTD12.68%4.44%
1-month5.65%-4.04%
3-month5.65%4.09%
1-year30.78%14.37%
3-year9.89%6.04%
5-year16.41%9.20%
10-year11.59%8.57%
Last bull market28.43%22.97%
Last bear market-12.49%-11.27%

Annual total return (%) history

Year
GMCQXCategory
2024
N/AN/A
2023
22.04%11.63%
2022
-12.37%-5.90%
2021
32.34%26.22%
2020
13.75%2.91%
2019
28.63%25.04%
2018
-9.64%-8.53%
2017
18.49%15.94%
2016
13.70%14.81%
2015
0.70%-4.05%
2014
9.43%10.21%
2013
29.67%31.21%
2012
12.87%14.57%
2011
8.21%-0.75%
2010
8.95%13.66%
2009
21.42%24.13%
2008
-30.28%-37.09%
2007
1.61%1.42%
2006
9.78%18.15%
2005
3.44%5.95%
2004
10.00%12.97%
2003
N/A28.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.21%N/AN/AN/A
20236.58%5.70%-2.66%11.29%
2022-4.81%-12.49%-4.57%10.24%
202113.25%6.38%-1.31%11.30%
2020-21.12%19.79%6.06%13.51%
201913.08%3.86%2.17%7.21%
2018-1.37%0.86%5.75%-14.10%
20173.94%1.53%5.57%6.34%
20162.23%1.02%3.77%6.09%
20150.62%-0.74%-5.92%7.18%
20141.98%3.42%0.25%3.50%
201311.40%3.59%2.58%9.54%
201210.14%-0.89%6.25%-2.68%
20114.42%2.83%-9.22%11.01%
20103.06%-12.48%11.96%7.89%
2009-9.38%11.49%10.66%8.60%
2008-10.57%-1.31%-5.49%-16.41%
20070.27%4.82%-0.92%-2.43%
20063.13%-3.87%5.54%4.92%
2005-1.27%2.12%1.08%1.50%
20041.99%0.65%-0.86%8.09%
20031.78%12.30%N/AN/A

Rank in category (by total return)

YTD4
1-month3
3-month17
1-year7
3-year5
5-year2

Load adjusted returns

1-year30.78%
3-year9.89%
5-year16.41%
10-year11.59%