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GMO U.S. Opportunistic Value Vi (UUOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.97-0.05 (-0.22%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.94%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (26 Jun 2024)16.45%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return16.45%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUUOAXCategory
YTD8.69%4.44%
1-month3.35%-4.04%
3-month4.85%4.09%
1-year26.44%14.37%
3-year0.00%6.04%
5-year0.00%9.20%
10-year0.00%8.57%
Last bull market26.87%22.97%
Last bear market0.00%-11.27%

Annual total return (%) history

Year
UUOAXCategory
2024
N/AN/A
2023
16.45%11.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.34%N/AN/AN/A
20232.44%3.69%-1.12%10.87%

Rank in category (by total return)

YTD35
1-month37
3-month30
1-year21
3-yearN/A
5-yearN/A

Load adjusted returns

1-year26.44%
3-yearN/A
5-yearN/A
10-yearN/A