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GMO Global Asset Allocation Fund (GMWAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.44+0.05 (+0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.89%
5-year average return6.01%
Number of years up21
Number of years down6
Best 1-yr total return (16 May 2024)22.39%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return22.39%
Worst 3-yr total return-0.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGMWAXCategory
YTD0.97%8.60%
1-month-2.66%0.11%
3-month1.42%4.82%
1-year11.09%25.33%
3-year0.92%8.02%
5-year4.65%8.06%
10-year3.85%6.03%
Last bull market16.23%13.54%
Last bear market-8.80%-13.20%

Annual total return (%) history

Year
GMWAXCategory
2024
N/AN/A
2023
16.14%N/A
2022
-12.68%N/A
2021
7.03%N/A
2020
6.14%6.18%
2019
17.69%16.10%
2018
-7.26%-8.26%
2017
15.73%14.79%
2016
5.64%6.04%
2015
-4.27%-4.15%
2014
1.31%1.54%
2013
12.54%10.07%
2012
10.40%10.74%
2011
1.67%-3.99%
2010
7.38%10.58%
2009
22.39%24.37%
2008
-19.38%-28.98%
2007
8.58%11.39%
2006
12.11%16.61%
2005
9.49%6.56%
2004
13.40%15.24%
2003
28.46%25.32%
2002
3.15%-2.16%
2001
-1.52%-3.23%
2000
-0.62%0.23%
1999
23.44%21.83%
1998
2.73%9.68%
1997
10.23%13.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.73%N/AN/AN/A
20234.63%2.71%-0.69%8.83%
2022-6.62%-8.80%-6.14%9.25%
20214.66%3.13%-2.47%1.67%
2020-16.75%11.55%3.76%10.15%
20197.36%2.67%0.20%6.55%
2018-0.09%-2.51%1.77%-6.44%
20175.28%3.08%3.15%3.38%
20161.69%0.93%3.74%-0.79%
20151.30%0.00%-6.94%1.55%
20141.71%3.70%-2.80%-1.19%
20133.67%-0.27%4.41%4.25%
20126.07%-1.81%3.98%1.95%
20112.60%2.24%-6.75%3.94%
20101.58%-7.37%9.79%3.94%
2009-4.48%11.72%10.01%4.25%
2008-4.41%-1.51%-5.40%-9.48%
20071.51%4.79%2.51%-0.43%
20063.86%-0.93%3.61%5.16%
20050.00%2.34%4.78%2.11%
20044.65%-1.57%2.26%7.66%
2003-2.18%14.27%4.48%10.00%
20028.32%-0.95%-7.18%3.56%
2001-4.48%5.55%-9.87%8.38%
20000.86%-1.49%-0.77%0.79%
19990.68%14.09%-3.01%10.79%
199811.89%-5.40%-15.08%14.30%
19971.47%9.97%5.77%-6.61%

Rank in category (by total return)

YTD59
1-month47
3-month56
1-year20
3-year49
5-year48

Load adjusted returns

1-year11.09%
3-year0.92%
5-year4.65%
10-year3.85%