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GMO Small Cap Quality Fund Class VI (GSBGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.80+0.06 (+0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.00%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (1 Jul 2024)32.79%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return32.79%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGSBGXCategory
YTD6.51%12.40%
1-month0.65%3.37%
3-month0.73%4.88%
1-year17.05%55.69%
3-year0.00%19.34%
5-year0.00%20.72%
10-year0.00%13.98%
Last bull market21.71%27.85%
Last bear market0.00%-24.06%

Annual total return (%) history

Year
GSBGXCategory
2024
N/AN/A
2023
32.79%N/A
2022
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.74%0.73%N/AN/A
202312.05%7.84%0.67%9.17%
202213.07%N/AN/AN/A

Rank in category (by total return)

YTD31
1-month23
3-month14
1-year12
3-yearN/A
5-yearN/A

Load adjusted returns

1-year17.05%
3-yearN/A
5-yearN/A
10-yearN/A