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GMO SGM Major Markets III (GSMFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.27+0.01 (+0.04%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.96%
5-year average return1.96%
Number of years up8
Number of years down3
Best 1-yr total return (9 Oct 2023)7.48%
Worst 1-yr total return (9 Oct 2023)N/A
Best 3-yr total return7.48%
Worst 3-yr total return1.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGSMFXCategory
YTD3.96%4.43%
1-month1.80%0.25%
3-month4.88%2.85%
1-year0.00%11.96%
3-year1.30%4.46%
5-year1.96%3.69%
10-year2.35%2.51%
Last bull market-0.12%6.81%
Last bear market-0.98%-4.99%

Annual total return (%) history

Year
GSMFXCategory
2023
N/AN/A
2022
3.57%N/A
2021
-5.71%N/A
2020
7.48%4.54%
2019
1.93%8.10%
2018
-2.13%-3.33%
2017
3.89%5.28%
2016
4.07%2.01%
2015
0.37%-3.07%
2014
3.66%4.12%
2013
6.16%4.79%
2012
-1.00%7.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-0.28%0.86%3.25%N/A
2022-1.07%-0.98%-1.73%7.58%
2021-4.53%0.76%-1.68%-0.31%
20202.74%-0.06%1.16%3.48%
20193.59%-0.65%-0.92%-0.04%
2018-0.06%1.56%-0.77%-2.83%
20173.09%-0.27%0.96%0.09%
20160.55%5.40%2.49%-4.19%
20153.77%-2.58%-0.21%-0.51%
20140.66%1.57%-0.40%1.80%
20131.31%2.02%-0.32%3.06%
2012-0.17%0.33%-0.40%-0.76%

Rank in category (by total return)

YTD48
1-month29
3-month25
1-year7
3-year69
5-year76

Load adjusted returns

1-year11.71%
3-year1.62%
5-year1.54%
10-year2.34%