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GMO Series Trust - GMO International Developed Equity Allocation Series Fund (GIDRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.72-0.07 (-0.65%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date return9.18%
5-year average return0.00%
Number of years up4
Number of years down1
Best 1-yr total return (3 Feb 2019)26.00%
Worst 1-yr total return (3 Feb 2019)-19.50%
Best 3-yr total return26.00%
Worst 3-yr total return1.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGIDRXCategory
YTD3.85%11.56%
1-month6.62%-2.20%
3-month17.73%4.11%
1-year9.95%35.63%
3-year1.09%5.74%
5-year4.82%8.25%
10-year0.00%4.29%
Last bull market10.38%13.65%
Last bear market-20.33%-23.43%

Annual total return (%) history

Year
GIDRXCategory
2020
7.00%0.88%
2019
24.08%17.80%
2018
-19.50%-15.44%
2017
26.00%22.08%
2016
3.17%3.34%
2015
N/A-3.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-23.88%16.07%5.49%14.80%
201910.69%1.78%-0.72%10.94%
2018-0.98%-5.78%0.97%-14.54%
20177.10%6.02%6.44%4.25%
2016-1.19%-0.99%5.90%-0.43%
20151.21%-12.46%1.05%N/A

Rank in category (by total return)

YTD13
1-month22
3-month72
1-year13
3-year13
5-year18

Load adjusted returns

1-year7.00%
3-year2.24%
5-year6.80%
10-year4.89%