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GMO Resources IV (GOVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.12-0.25 (-1.17%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-6.72%
5-year average return8.03%
Number of years up5
Number of years down5
Best 1-yr total return (23 Jun 2024)44.21%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return44.21%
Worst 3-yr total return-2.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGOVIXCategory
YTD0.09%20.74%
1-month4.70%-1.94%
3-month11.36%7.31%
1-year8.59%63.77%
3-year0.83%9.96%
5-year11.15%11.51%
10-year6.37%3.43%
Last bull market7.29%19.09%
Last bear market-17.47%-29.67%

Annual total return (%) history

Year
GOVIXCategory
2024
N/AN/A
2023
-1.46%N/A
2022
-0.02%N/A
2021
22.59%N/A
2020
22.55%16.37%
2019
20.19%14.95%
2018
-6.73%-19.01%
2017
28.49%16.61%
2016
44.21%26.69%
2015
-21.97%-22.16%
2014
-17.45%-12.48%
2013
N/A8.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-4.19%N/AN/AN/A
2023-1.95%-0.50%-0.51%1.52%
20228.75%-17.47%-3.12%14.98%
202111.67%7.86%-2.45%4.34%
2020-35.59%26.60%8.74%38.20%
201911.87%1.53%-6.83%13.58%
20181.83%0.05%4.18%-12.13%
20174.39%-3.79%17.68%8.73%
201612.03%7.92%7.31%11.15%
2015-0.97%2.93%-20.55%-3.65%
20141.05%10.54%-8.71%-19.05%
2013-7.18%12.88%2.33%N/A

Rank in category (by total return)

YTD82
1-month28
3-month37
1-year80
3-year80
5-year67

Load adjusted returns

1-year8.59%
3-year0.83%
5-year11.15%
10-year6.37%