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GMO Strategic Opportunities Allocation Fund (GBATX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.33+0.01 (+0.06%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.65%
5-year average return7.15%
Number of years up14
Number of years down4
Best 1-yr total return (6 May 2024)21.13%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return21.13%
Worst 3-yr total return1.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGBATXCategory
YTD2.66%8.60%
1-month-2.02%0.11%
3-month2.60%4.82%
1-year14.05%25.33%
3-year2.80%8.02%
5-year6.36%8.06%
10-year4.96%6.03%
Last bull market16.84%13.54%
Last bear market-8.38%-13.20%

Annual total return (%) history

Year
GBATXCategory
2024
N/AN/A
2023
17.33%N/A
2022
-11.20%N/A
2021
12.41%N/A
2020
4.82%6.18%
2019
19.58%16.10%
2018
-9.51%-8.26%
2017
19.30%14.79%
2016
7.45%6.04%
2015
-5.39%-4.15%
2014
2.02%1.54%
2013
19.95%10.07%
2012
13.23%10.74%
2011
2.21%-3.99%
2010
7.96%10.58%
2009
21.13%24.37%
2008
-21.40%-28.98%
2007
9.07%11.39%
2006
16.77%16.61%
2005
N/A6.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.77%N/AN/AN/A
20234.34%3.14%0.44%8.54%
2022-5.65%-8.38%-7.29%10.80%
20219.44%2.06%-2.36%3.07%
2020-20.14%13.34%3.85%11.51%
20198.45%2.55%-0.52%8.09%
2018-0.05%-3.38%2.03%-8.16%
20176.19%3.79%3.84%4.25%
20162.65%0.75%4.53%-0.61%
20151.29%0.14%-8.33%1.75%
20142.25%4.62%-3.32%-1.35%
20136.00%0.55%6.02%6.16%
20127.78%-2.13%4.87%2.35%
20112.98%2.85%-8.36%5.29%
20101.85%-9.59%11.47%5.17%
2009-6.18%11.73%10.49%4.58%
2008-5.42%-1.60%-5.98%-10.19%
20072.12%4.99%2.43%-0.70%
20065.96%-0.26%3.68%6.58%
20056.16%2.06%N/AN/A

Rank in category (by total return)

YTD28
1-month25
3-month30
1-year5
3-year25
5-year18

Load adjusted returns

1-year14.05%
3-year2.80%
5-year6.36%
10-year4.96%