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GMO Quality Fund (GQETX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.05-0.17 (-0.53%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.56%
5-year average return16.63%
Number of years up16
Number of years down3
Best 1-yr total return (27 May 2024)31.69%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return31.69%
Worst 3-yr total return7.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGQETXCategory
YTD6.65%5.31%
1-month-3.77%-4.19%
3-month3.83%3.90%
1-year23.64%20.31%
3-year9.56%6.48%
5-year14.72%11.78%
10-year13.79%10.96%
Last bull market24.37%25.56%
Last bear market-11.91%-15.11%

Annual total return (%) history

Year
GQETXCategory
2024
N/AN/A
2023
30.01%22.32%
2022
-15.22%-16.96%
2021
26.20%26.07%
2020
18.46%15.83%
2019
31.69%28.78%
2018
0.46%-6.27%
2017
29.06%20.44%
2016
9.72%10.37%
2015
1.50%-1.07%
2014
12.50%10.96%
2013
25.36%31.50%
2012
12.00%14.96%
2011
11.75%-1.27%
2010
5.47%14.01%
2009
19.85%28.17%
2008
-24.12%-37.79%
2007
6.01%6.16%
2006
12.74%14.17%
2005
-0.90%5.88%
2004
N/A10.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.82%N/AN/AN/A
20238.67%11.69%-4.23%11.85%
2022-6.41%-11.91%-6.54%10.03%
20216.72%8.64%-0.04%8.90%
2020-16.42%16.03%7.60%13.53%
201913.25%3.64%1.74%10.28%
2018-0.70%4.08%10.36%-11.92%
20179.22%6.48%3.15%7.59%
20164.14%2.63%3.49%-0.80%
20150.49%-1.38%-4.17%6.87%
20142.05%3.70%1.17%5.09%
201310.43%2.15%1.58%9.40%
20129.57%-1.01%5.79%-2.39%
20113.48%3.47%-5.42%10.35%
20101.39%-12.28%11.53%6.33%
2009-8.34%9.73%9.28%9.05%
2008-8.68%-3.45%-0.93%-13.13%
2007-0.09%4.53%0.73%0.78%
20063.87%-3.53%7.92%4.26%
2005-2.36%0.44%-0.00%1.05%
20041.71%-2.67%5.88%N/A

Rank in category (by total return)

YTD25
1-month24
3-month61
1-year23
3-year6
5-year4

Load adjusted returns

1-year23.64%
3-year9.56%
5-year14.72%
10-year13.79%