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GMO Risk Premium VI (GMOKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.680.00 (0.00%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date return4.70%
5-year average return6.28%
Number of years up6
Number of years down2
Best 1-yr total return (3 Feb 2019)14.73%
Worst 1-yr total return (3 Feb 2019)-7.29%
Best 3-yr total return14.73%
Worst 3-yr total return2.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGMOKXCategory
YTD0.44%8.60%
1-month-0.29%0.11%
3-month4.62%4.82%
1-year1.37%25.33%
3-year5.00%8.02%
5-year6.15%8.06%
10-year0.00%6.03%
Last bull market0.00%13.54%
Last bear market0.00%-13.20%

Annual total return (%) history

Year
GMOKXCategory
2020
2.13%6.18%
2019
14.73%16.10%
2018
-7.29%-8.26%
2017
12.94%14.79%
2016
11.22%6.04%
2015
6.57%-4.15%
2014
-0.09%1.54%
2013
7.85%10.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-19.79%10.89%6.45%7.87%
20197.42%2.32%0.28%4.09%
2018-5.52%4.79%4.57%-10.45%
20174.46%3.19%3.06%1.67%
2016-2.35%3.93%5.62%3.76%
20154.39%2.20%-4.73%4.84%
20141.52%2.99%0.49%-4.91%
20132.61%-2.17%2.11%5.22%

Rank in category (by total return)

YTD22
1-month22
3-month51
1-year73
3-year72
5-year56

Load adjusted returns

1-year3.44%
3-year2.29%
5-year7.57%
10-yearN/A