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GMO Risk Premium III (GMRPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.910.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return4.73%
5-year average return6.19%
Number of years up6
Number of years down2
Best 1-yr total return (3 Feb 2019)14.60%
Worst 1-yr total return (3 Feb 2019)-7.41%
Best 3-yr total return14.60%
Worst 3-yr total return2.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGMRPXCategory
YTD0.43%8.60%
1-month-0.32%0.11%
3-month4.52%4.82%
1-year0.81%25.33%
3-year4.87%8.02%
5-year6.00%8.06%
10-year0.00%6.03%
Last bull market0.00%13.54%
Last bear market0.00%-13.20%

Annual total return (%) history

Year
GMRPXCategory
2020
1.99%6.18%
2019
14.60%16.10%
2018
-7.41%-8.26%
2017
12.85%14.79%
2016
11.12%6.04%
2015
6.48%-4.15%
2014
-0.19%1.54%
2013
7.75%10.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-19.86%10.89%6.44%7.82%
20197.43%2.26%0.28%4.03%
2018-5.59%4.78%4.56%-10.49%
20174.45%3.17%3.01%1.67%
2016-2.46%3.95%5.64%3.74%
20154.40%2.21%-4.73%4.74%
20141.52%2.90%0.49%-4.92%
20132.61%-2.26%2.21%5.12%

Rank in category (by total return)

YTD21
1-month21
3-month50
1-year75
3-year73
5-year58

Load adjusted returns

1-year3.32%
3-year2.18%
5-year7.46%
10-yearN/A