GMO Global Equity Allocation Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1996 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0.71 | 0 |
| 1997 | 3.44 | 0.88 | -2.62 | 2.09 | 5.27 | 4.08 | 6.05 | -3.08 | 6 | -5.57 | 0.97 | 1.79 | 20.2 |
| 1998 | 0.2 | 5.85 | 4.48 | 0.36 | -2.91 | -0.66 | -2.05 | -15.2 | 4.13 | 5.78 | 4.82 | 3.1 | 6.1 |
| 1999 | 0.44 | -3.17 | 3.39 | 7.54 | -1.02 | 5.34 | -1.7 | -0.94 | -2.52 | 2.26 | 2.42 | 6.45 | 19.3 |
| 2000 | -3.38 | 0.53 | 6.01 | -1.79 | -1.92 | 1.96 | 0.47 | 4.5 | -2.4 | -1.03 | -3.11 | 4.48 | 3.8 |
| 2001 | 2.68 | -2.83 | -3.92 | 4.2 | 1.57 | 0.11 | -0.62 | -0.91 | -8.26 | 0.25 | 5.49 | 2.29 | -0.7 |
| 2002 | 0.7 | 0.93 | 4.62 | 0.22 | 1.1 | -4.58 | -6.8 | 0.74 | -8.74 | 4.32 | 4.4 | -2.28 | -6.3 |
| 2003 | -1.67 | -1.7 | -0.8 | 7.79 | 7.22 | 2.79 | 1.78 | 2.57 | 1.42 | 6.12 | 1.72 | 6.19 | 38.2 |
| 2004 | 2.5 | 2.07 | 0.28 | -3.76 | 0.38 | 2.28 | -2.62 | 1.83 | 2.18 | 1.58 | 5.11 | 3.72 | 16.3 |
| 2005 | -1.58 | 3.93 | -2.32 | -2.02 | 2.34 | 1.76 | 3.54 | 0.09 | 2.55 | -2.98 | 3.16 | 2.7 | 11.4 |
| 2006 | 4.58 | 0.08 | 1.35 | 2.24 | -4.46 | 0.08 | 0.86 | 2.29 | 1.46 | 2.88 | 1.98 | 2.39 | 16.6 |
| 2007 | 1.17 | -0.99 | 1.59 | 3.29 | 3.51 | -0.15 | -1.73 | 0.41 | 3.6 | 3.63 | -4.26 | -0.46 | 9.7 |
| 2008 | -6.4 | -1.35 | -1.37 | 3.86 | 1.43 | -6.76 | -1.94 | -1.01 | -8.61 | -15.12 | -5.11 | 4.89 | -33 |
| 2009 | -8.22 | -7.75 | 5.97 | 6.34 | 8.94 | 0.3 | 7.18 | 2.56 | 3.33 | -0.81 | 4.07 | 1.81 | 24.5 |
| 2010 | -3.26 | -0.81 | 6.25 | -0.2 | -9.92 | -2 | 7.83 | -2.71 | 9.62 | 3.69 | -3.07 | 6.29 | 10.4 |
| 2011 | 1.45 | 1.43 | 0.82 | 5.47 | -1.32 | -1.12 | -0.53 | -5.8 | -7.73 | 8.11 | -1.09 | 0.91 | -0.4 |
| 2012 | 3.69 | 4.3 | 1.3 | -1.63 | -7.56 | 5.75 | 1.9 | 2.17 | 2.6 | -0.92 | 0.93 | 2.83 | 15.7 |
| 2013 | 3.86 | -0.12 | 1.86 | 3.54 | -0.99 | -2.56 | 6.03 | -2.44 | 4.78 | 4.45 | 1.46 | 1.27 | 22.8 |
| 2014 | -2.89 | 3.85 | 1.17 | 1.78 | 1.54 | 1.42 | -2.77 | 1.42 | -3.88 | -0.34 | 2.03 | -6.86 | -4 |
| 2015 | -66.95 | 6.07 | -2.52 | 4.23 | -1.01 | -2.62 | -0.62 | -7.1 | -3.68 | 219.55 | -1.2 | -67.42 | -68.6 |
| 2016 | 184.57 | -67.02 | 8.52 | 0.84 | 0.14 | -0.56 | 225.78 | 0.69 | 0.91 | -1.49 | -0.41 | 1.95 | 238.6 |
| 2017 | 2.78 | 3.12 | 2.01 | 1.76 | 2.57 | 0.7 | 2.08 | 1.2 | 1.42 | 3.27 | 0.98 | 1.47 | 26 |
| 2018 | 6.35 | -4.55 | -1.64 | -0.87 | -0.42 | -2.61 | 3.56 | -0.76 | 0.73 | -7.93 | 1.16 | -6.04 | -13 |
| 2019 | 8.61 | 1.73 | 0.77 | 2.66 | -6.04 | 6.43 | -1.02 | -3.41 | 3.69 | 3.88 | 2.63 | 0.67 | 21.6 |
| 2020 | -3.21 | -6.29 | -16.43 | 9.54 | 3.69 | 3.13 | 4.32 | 3.46 | -5.94 | -2.05 | 12.47 | 6.04 | 5.4 |
| 2021 | 0.46 | -3.2 | 12.16 | 2.53 | 3.38 | -1.39 | -0.95 | 1.49 | -3.45 | 2.63 | -3.98 | -1.99 | 6.7 |
| 2022 | -2.13 | -4.59 | -1.97 | -5.87 | 2.09 | -8.8 | 0.53 | -3.66 | -9.32 | 6.05 | 10.71 | -7.17 | -23.2 |
| 2023 | 8.07 | -2.92 | 1.55 | 1.28 | -2.26 | 6.07 | 3.44 | -3.1 | -2.32 | -3.35 | 8.15 | 1.04 | 15.7 |
| 2024 | -0.44 | 3.04 | 3.71 | -3.82 | 3.8 |