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NasdaqGM - Delayed Quote USD

GMO Implementation (GIMFX)

13.02
-0.01
(-0.08%)
At close: 8:01:03 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.12%
5y Average Return 6.79%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Apr 15, 2025) 17.10%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 17.10%
Worst 3Y Total Return -1.58%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GIMFX
Category
YTD
5.02%
8.60%
1-Month
1.59%
0.11%
3-Month
5.02%
4.82%
1-Year
6.78%
25.33%
3-Year
8.32%
8.02%
5-Year
8.05%
8.06%
10-Year
3.63%
6.03%
Last Bull Market
1.85%
13.54%
Last Bear Market
-3.51%
-13.20%

Annual Total Return (%) History

Year
GIMFX
Category
2025
--
--
2024
5.01%
--
2023
14.74%
--
2022
-1.23%
--
2021
4.07%
--
2020
-7.25%
6.18%
2019
13.23%
16.10%
2018
-5.59%
-8.26%

2017
14.09%
14.79%
2016
3.56%
6.04%
2015
-4.63%
-4.15%
2014
2.21%
1.54%
2013
17.10%
10.07%
2012
--
10.74%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 5.02% -- -- --
2024 3.27% 0.60% 3.77% -2.60%
2023 2.95% 2.53% 2.21% 6.35%
2022 -1.68% -3.51% -4.00% 8.44%
2021 5.82% 0.61% -1.97% -0.28%
2020 -18.10% 5.90% 1.51% 5.34%
2019 5.66% 1.89% -1.41% 6.68%
2018 1.08% -3.21% 0.55% -4.03%
2017 5.26% 2.73% 2.44% 2.99%
2016 0.08% 0.40% 3.71% -0.63%

2015 1.70% -0.08% -7.90% 1.90%
2014 1.34% 4.44% -2.83% -0.61%
2013 6.01% 0.09% 5.14% 4.97%
2012 -1.68% 5.53% 3.05% --

Rank in Category (By Total Return)

YTD 21
1-Month 9
3-Month 21
1-Year 31
3-Year 3
5-Year 70

Load Adjusted Returns

1-Year 6.78%
3-Year 8.32%
5-Year 8.05%
10-Year 3.63%

Performance & Risk

YTD Return 2.12%
5y Average Return 6.79%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.60
Morningstar Risk Rating

Fund Overview

Category World Allocation
Fund Family GMO
Net Assets 1.94B
YTD Return 5.02%
Yield 5.42%
Morningstar Rating
Inception Date Mar 01, 2012

Fund Summary

The adviser seeks to achieve the fund’s investment objective by investing the fund’s assets in asset classes GMO believes offer the most attractive risk-adjusted returns. As an alternative to investing directly in securities, it may invest in exchange-traded and over-the-counter (OTC) derivatives (e.g., selling put options on securities) and exchange-traded funds (ETFs). The fund also may invest in derivatives and ETFs in an attempt to obtain or adjust elements of its long or short investment exposure.

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