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GMO US Equity III (GMUEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.90+0.03 (+0.20%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.65%
5-year average return15.05%
Number of years up32
Number of years down6
Best 1-yr total return (23 Jun 2024)32.13%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return32.13%
Worst 3-yr total return6.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGMUEXCategory
YTD12.72%4.44%
1-month5.71%-4.04%
3-month5.64%4.09%
1-year30.64%14.37%
3-year9.81%6.04%
5-year16.31%9.20%
10-year11.49%8.57%
Last bull market28.36%22.97%
Last bear market-12.48%-11.27%

Annual total return (%) history

Year
GMUEXCategory
2024
N/AN/A
2023
21.88%11.63%
2022
-12.44%-5.90%
2021
32.13%26.22%
2020
13.69%2.91%
2019
28.57%25.04%
2018
-9.78%-8.53%
2017
18.46%15.94%
2016
13.58%14.81%
2015
0.65%-4.05%
2014
9.27%10.21%
2013
29.61%31.21%
2012
12.81%14.57%
2011
8.07%-0.75%
2010
8.82%13.66%
2009
21.23%24.13%
2008
-30.29%-37.09%
2007
1.57%1.42%
2006
9.57%18.15%
2005
3.41%5.95%
2004
9.80%12.97%
2003
26.61%28.44%
2002
-19.67%-18.69%
2001
-7.68%-4.99%
2000
0.30%7.87%
1999
18.59%6.72%
1998
24.69%12.00%
1997
35.10%26.61%
1996
17.61%20.08%
1995
43.25%32.39%
1994
2.36%-0.70%
1993
16.28%N/A
1992
5.94%N/A
1991
29.89%N/A
1990
-1.34%N/A
1989
32.10%N/A
1988
16.36%N/A
1987
3.36%N/A
1986
18.58%N/A
1985
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.26%N/AN/AN/A
20236.58%5.70%-2.73%11.22%
2022-4.82%-12.48%-4.55%10.13%
202113.19%6.32%-1.27%11.21%
2020-21.15%19.81%5.96%13.58%
201913.06%3.90%2.12%7.18%
2018-1.43%0.79%5.74%-14.12%
20173.99%1.46%5.55%6.37%
20162.22%1.02%3.72%6.05%
20150.62%-0.80%-5.89%7.15%
20141.97%3.35%0.27%3.41%
201311.44%3.51%2.56%9.56%
201210.20%-0.99%6.31%-2.74%
20114.41%2.88%-9.30%10.92%
20103.05%-12.56%11.90%7.92%
2009-9.46%11.43%10.61%8.63%
2008-10.63%-1.33%-5.51%-16.34%
20070.27%4.85%-0.94%-2.48%
20063.05%-3.89%5.50%4.86%
2005-1.27%2.02%1.13%1.52%
20041.91%0.62%-0.88%8.03%
2003-4.97%16.59%1.74%12.32%
20021.14%-12.32%-17.14%9.34%
2001-7.93%4.78%-11.80%8.48%
20003.97%-3.58%4.76%-4.49%
19993.65%7.47%-6.83%14.27%
199813.10%2.06%-9.59%19.49%
19972.44%16.24%11.74%1.53%
19963.60%3.35%2.79%6.86%
19959.13%10.95%10.85%6.73%
1994-3.07%0.21%4.29%1.06%
19936.46%2.24%4.99%1.75%
1992-2.68%3.09%1.59%3.94%
199116.07%-1.55%4.98%8.29%
1990-2.12%6.08%-13.53%9.88%
19897.79%7.75%11.60%1.92%
19886.43%6.07%0.67%2.39%
198719.41%3.73%6.70%-21.80%
198614.05%6.61%-7.53%5.46%
198518.87%N/AN/AN/A

Rank in category (by total return)

YTD4
1-month2
3-month17
1-year7
3-year6
5-year2

Load adjusted returns

1-year30.64%
3-year9.81%
5-year16.31%
10-year11.49%