GMO US Equity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1985 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5.46 | 7.85 | 4.52 | 0 |
| 1986 | 1.04 | 6.38 | 6.15 | -1.23 | 5.74 | 2.09 | -5.6 | 7.31 | -8.72 | 5.82 | 2.35 | -2.62 | 18.6 |
| 1987 | 13.38 | 3.03 | 2.22 | -1.55 | 0.35 | 4.82 | 4.25 | 4.7 | -2.26 | -20.67 | -8.5 | 7.75 | 3.2 |
| 1988 | 4.79 | 4.42 | -2.74 | 0.93 | 0.71 | 4.35 | -0.12 | -3.08 | 3.99 | 2.13 | -1.4 | 1.68 | 16.3 |
| 1989 | 6.91 | -1.93 | 2.8 | 4.22 | 3.41 | -0.03 | 9.15 | 2.11 | 0.14 | -0.59 | 1.65 | 1 | 32.3 |
| 1990 | -5.6 | 1.89 | 1.76 | -2.34 | 9 | -0.35 | -0.83 | -8.81 | -4.38 | -1.49 | 7.62 | 3.68 | -1.3 |
| 1991 | 5.71 | 7.46 | 2.18 | -0.39 | 3.59 | -4.59 | 4.33 | 1.15 | -0.5 | 2.42 | -3.29 | 9.16 | 29.7 |
| 1992 | -2.12 | 1.46 | -2.01 | 3.54 | 0.5 | -0.93 | 3.17 | -2.32 | 0.84 | -0.71 | 2.98 | 1.64 | 6 |
| 1993 | 1.91 | 1.75 | 2.67 | -1.12 | 1.76 | 1.61 | 0.32 | 4.25 | 0.37 | 1.55 | -1.28 | 1.5 | 16.3 |
| 1994 | 4.36 | -3.13 | -4.12 | 1.79 | 1.5 | -3.02 | 2.48 | 5.35 | -3.38 | 3.13 | -3.16 | 1.2 | 2.4 |
| 1995 | 2.13 | 3.9 | 2.85 | 3.8 | 3.9 | 2.88 | 3.38 | 1.5 | 5.64 | 0.73 | 3.11 | 2.83 | 43.4 |
| 1996 | 2.81 | 0.21 | 0.57 | -0.49 | 3.3 | 0.55 | -5.59 | 2.86 | 5.89 | 2.55 | 6.2 | -1.9 | 17.6 |
| 1997 | 6.11 | 0.75 | -4.17 | 5.51 | 6.27 | 3.67 | 8.7 | -3.16 | 6.32 | -3.86 | 3.92 | 1.71 | 35.4 |
| 1998 | 0.54 | 7.59 | 4.55 | 0.28 | -1.48 | 3.3 | -1.53 | -14.44 | 7.41 | 6.5 | 5.77 | 6.03 | 24.7 |
| 1999 | 4.19 | -4.22 | 3.87 | 4.25 | -1.69 | 4.87 | -2.62 | -1.11 | -3.22 | 4.35 | 2.66 | 6.71 | 18.7 |
| 2000 | -4.49 | 0.12 | 8.72 | -1.3 | -2.64 | 0.35 | -0.25 | 8.95 | -3.76 | 0.85 | -7.29 | 2.24 | 0.2 |
| 2001 | 2.14 | -5.87 | -4.23 | 4.71 | 1.65 | -1.55 | 0.39 | -5.46 | -7.06 | -0.45 | 8.07 | 0.83 | -7.7 |
| 2002 | -0.23 | -2.05 | 3.49 | -4.44 | 0.39 | -8.61 | -7.17 | 0.28 | -11 | 8.42 | 5.29 | -4.23 | -19.7 |
| 2003 | -2.2 | -2.54 | -0.3 | 7.21 | 6.49 | 2.12 | 0.69 | 1.64 | -0.59 | 6.05 | 0.97 | 4.9 | 26.6 |
| 2004 | 2.6 | 0.89 | -1.55 | -1.86 | 0.61 | 1.9 | -3.13 | 0.85 | 1.46 | 0.11 | 4.86 | 2.9 | 9.8 |
| 2005 | -2.54 | 3.4 | -2.03 | -3.15 | 4.16 | 1.14 | 3.33 | -2.53 | 0.42 | -1.91 | 2.93 | 0.52 | 3.4 |
| 2006 | 2.55 | 0.28 | 0.21 | -0.64 | -3.41 | 0.14 | 0.37 | 2.23 | 2.81 | 2.54 | 0.6 | 1.64 | 9.6 |
| 2007 | 2.02 | -2.44 | 0.74 | 3.78 | 2.87 | -1.79 | -4.2 | 1.56 | 1.81 | 1.76 | -4.26 | 0.21 | 1.7 |
| 2008 | -6.18 | -3.21 | -1.58 | 4.68 | 1.46 | -7.09 | -0.69 | 2.34 | -7.03 | -14.12 | -5.12 | 2.66 | -30.3 |
| 2009 | -6.82 | -9.68 | 7.58 | 5.21 | 4.19 | 1.67 | 5.98 | 1.98 | 2.35 | 0.02 | 6.41 | 2.07 | 21.3 |
| 2010 | -4.44 | 2.32 | 5.39 | -0.36 | -7.84 | -5.08 | 6.11 | -3.51 | 9.3 | 4.28 | -1.87 | 5.47 | 8.5 |
| 2011 | 1.04 | 2.65 | 0.67 | 4.05 | 0.08 | -1.2 | -1.49 | -3.55 | -4.53 | 8.55 | 1 | 1.18 | 8.1 |
| 2012 | 2.61 | 3.82 | 3.45 | -0.39 | -4.18 | 3.74 | 1.73 | 1.99 | 2.46 | -2.54 | -0.22 | 0 | 12.8 |
| 2013 | 5.39 | 1.61 | 4.07 | 2.65 | 2.19 | -1.33 | 4.3 | -3.38 | 1.78 | 3.94 | 3.85 | 1.48 | 29.6 |
| 2014 | -3.59 | 3.79 | 1.91 | 0.34 | 2.15 | 0.83 | -1.41 | 3.49 | -1.71 | 1.69 | 2.65 | -1.01 | 9.2 |
| 2015 | -2.72 | 5.59 | -2.05 | 1.23 | 0.73 | -2.71 | 2.08 | -5.84 | -2.09 | 8.6 | 0.06 | -1.35 | 0.7 |
| 2016 | -5.21 | 1.03 | 6.74 | -0.41 | 1.5 | -0.07 | 3.32 | 0.4 | 0 | -2.38 | 6.24 | 2.26 | 13.6 |
| 2017 | 0.14 | 4.05 | -0.2 | 0.4 | -0.07 | 1.12 | 1.11 | 0.34 | 4.04 | 3.17 | 3.01 | 0.08 | 18.5 |
| 2018 | 4.16 | -3.93 | -1.49 | -0.4 | 2.65 | -1.42 | 3.51 | 2.26 | -0.07 | -7.58 | 1.96 | -8.88 | -9.8 |
| 2019 | 7.7 | 4.98 | 0 | 2.83 | -6.1 | 7.61 | -1.69 | -1.72 | 2.67 | 1.26 | 3.59 | -6.65 | 14.1 |
| 2020 | -1.29 | -8.68 | -12.53 | 12.02 | -1.94 | 1.63 | 4.31 | 4.54 | -11.39 | -3.25 | 11.35 | 5.42 | 2.9 |
| 2021 | -11.53 | 4.96 | 21.89 | 4.11 | 1.87 | 0.25 | 1.69 | 2.76 | -5.49 | 5.35 | -0.5 | -7.18 | 8.6 |
| 2022 | -4.82 | -2.35 | 2.41 | -5.71 | 1.06 | -8.16 | 2.69 | -3.89 | -8.67 | 9.67 | 6.51 | -7.04 | -18.5 |
| 2023 | 6.33 | -1.8 | 2.07 | 0.47 | -1.79 | 7.13 | -2.51 | -2.35 | -3.42 | -2.73 | 8.6 | -1.29 | 8 |
| 2024 | 0.77 | 5.89 | 5.2 | -5.91 | 3.2 |