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GMO Series Trust - GMO International Equity Allocation Series Fund (GEARX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.64-0.08 (-0.75%)
At close: 07:45PM EDT

Performance overview

Morningstar return rating★★★★★
Year-to-date return9.11%
5-year average return1.56%
Number of years up5
Number of years down3
Best 1-yr total return (3 Feb 2019)27.37%
Worst 1-yr total return (3 Feb 2019)-17.86%
Best 3-yr total return27.37%
Worst 3-yr total return-3.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGEARXCategory
YTD5.14%11.56%
1-month8.16%-2.20%
3-month18.49%4.11%
1-year11.18%35.63%
3-year2.03%5.74%
5-year5.52%8.25%
10-year0.00%4.29%
Last bull market11.37%13.65%
Last bear market-21.87%-23.43%

Annual total return (%) history

Year
GEARXCategory
2020
N/A0.88%
2019
23.43%17.80%
2018
-17.86%-15.44%
2017
27.37%22.08%
2016
6.47%3.34%
2015
-8.87%-3.10%
2014
-6.16%-6.32%
2013
16.25%20.81%
2012
N/A16.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-23.83%16.11%5.10%N/A
201910.43%1.95%-1.45%11.24%
2018-0.10%-6.95%1.03%-12.54%
20178.58%5.74%5.69%4.97%
20161.33%0.00%6.56%-1.40%
20153.44%1.27%-13.64%0.73%
20141.90%5.77%-7.96%-5.40%
20132.24%-2.66%11.24%5.01%
2012-6.50%6.54%6.51%N/A

Rank in category (by total return)

YTD14
1-month26
3-month71
1-year14
3-year11
5-year5

Load adjusted returns

1-year6.93%
3-year2.73%
5-year8.01%
10-year4.23%