GMO US Equity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2003 | 0 | 0 | 0 | 0 | 0 | 0 | 0.72 | 1.64 | -0.6 | 6 | 1.05 | 4.84 | 0 |
| 2004 | 2.68 | 0.9 | -1.55 | -1.84 | 0.61 | 1.91 | -3.11 | 0.85 | 1.46 | 0.13 | 4.87 | 2.93 | 10 |
| 2005 | -2.54 | 3.41 | -2.03 | -3.13 | 4.16 | 1.21 | 3.21 | -2.47 | 0.42 | -1.96 | 3.01 | 0.47 | 3.4 |
| 2006 | 2.56 | 0.35 | 0.21 | -0.61 | -3.41 | 0.14 | 0.32 | 2.31 | 2.82 | 2.5 | 0.6 | 1.74 | 9.8 |
| 2007 | 1.96 | -2.38 | 0.75 | 3.74 | 2.87 | -1.8 | -4.19 | 1.63 | 1.75 | 1.79 | -4.27 | 0.24 | 1.7 |
| 2008 | -6.19 | -3.22 | -1.5 | 4.63 | 1.46 | -7.03 | -0.74 | 2.35 | -6.97 | -14.22 | -5.03 | 2.59 | -30.3 |
| 2009 | -6.73 | -9.7 | 7.6 | 5.24 | 4.2 | 1.68 | 6.01 | 1.98 | 2.35 | -0.06 | 6.43 | 2.1 | 21.4 |
| 2010 | -4.45 | 2.33 | 5.41 | -0.14 | -7.86 | -5 | 6.05 | -3.52 | 9.43 | 4.23 | -1.87 | 5.5 | 8.8 |
| 2011 | 1.04 | 2.66 | 0.67 | 4.01 | 0.16 | -1.28 | -1.38 | -3.56 | -4.55 | 8.51 | 1 | 1.29 | 8.2 |
| 2012 | 2.53 | 3.83 | 3.46 | -0.37 | -4.19 | 3.83 | 1.73 | 1.92 | 2.47 | -2.48 | -0.22 | 0 | 12.9 |
| 2013 | 5.4 | 1.62 | 4.01 | 2.72 | 2.2 | -1.33 | 4.33 | -3.39 | 1.79 | 3.89 | 3.93 | 1.45 | 29.7 |
| 2014 | -3.6 | 3.8 | 1.92 | 0.4 | 2.1 | 0.89 | -1.43 | 3.5 | -1.72 | 1.75 | 2.61 | -0.93 | 9.4 |
| 2015 | -2.79 | 5.62 | -2 | 1.23 | 0.67 | -2.6 | 2.02 | -5.8 | -2.1 | 8.57 | 0.06 | -1.3 | 0.8 |
| 2016 | -5.23 | 1.03 | 6.78 | -0.41 | 1.51 | -0.07 | 3.29 | 0.47 | 0 | -2.33 | 6.2 | 2.28 | 13.7 |
| 2017 | 0.14 | 4.08 | -0.27 | 0.4 | -0.07 | 1.19 | 1.1 | 0.34 | 4.07 | 3.13 | 3.1 | 0.02 | 18.5 |
| 2018 | 4.19 | -3.89 | -1.5 | -0.4 | 2.66 | -1.36 | 3.43 | 2.35 | -0.07 | -7.63 | 2.05 | -8.88 | -9.6 |
| 2019 | 7.67 | 5.02 | 0 | 2.85 | -6.15 | 7.59 | -1.71 | -1.74 | 2.69 | 1.35 | 3.55 | -6.78 | 14 |
| 2020 | -1.22 | -8.75 | -12.48 | 12.03 | -1.99 | 9.1 | -2.83 | 4.5 | -11.52 | -3.28 | 11.28 | 5.45 | 2.8 |
| 2021 | -11.74 | 5.01 | 6.74 | 19.23 | 1.89 | 0.24 | 1.69 | 2.72 | -5.49 | 5.41 | -0.51 | -7.38 | 8.3 |
| 2022 | -4.81 | -2.38 | 2.44 | -5.7 | 1.07 | -8.18 | 2.56 | -3.86 | -8.7 | 9.81 | 6.43 | -7.06 | -18.6 |
| 2023 | 6.33 | -1.83 | 2.1 | 0.48 | -1.81 | 7.14 | -2.55 | -2.38 | -3.39 | -2.77 | 8.63 | -1.39 | 7.9 |
| 2024 | 0.7 | 5.91 | 5.21 | -5.23 | 2.8 |