Nasdaq - Delayed Quote USD

GMO Resources Fund (GMOWX)

22.93 +0.11 (+0.48%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.09%
5y Average Return 0.00%
Number of Years Up --
Number of Years Down 1
Best 1Y Total Return (May 31, 2024) -1.46%
Worst 1Y Total Return (May 31, 2024) --
Best 3Y Total Return -1.46%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GMOWX
Category
YTD
-4.41%
20.74%
1-Month
-0.23%
-1.94%
3-Month
5.85%
7.31%
1-Year
-3.89%
63.77%
3-Year
0.34%
9.96%
5-Year
8.42%
11.51%
10-Year
5.96%
3.43%
Last Bull Market
7.28%
19.09%
Last Bear Market
-17.43%
-29.67%

Annual Total Return (%) History

Year
GMOWX
Category
2024
--
--
2023
-1.46%
--
2022
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -4.19% -- -- --
2023 -1.99% -0.50% -0.47% 1.52%
2022 -17.43% -3.15% 15.02% --

Rank in Category (By Total Return)

YTD 86
1-Month 39
3-Month 62
1-Year 80
3-Year 85
5-Year 71

Load Adjusted Returns

1-Year -3.89%
3-Year 0.34%
5-Year 8.42%
10-Year 5.96%

Performance & Risk

YTD Return 0.09%
5y Average Return 0.00%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Natural Resources
Fund Family GMO
Net Assets 2.18B
YTD Return -4.41%
Yield 3.94%
Morningstar Rating
Inception Date Dec 28, 2011

Fund Summary

Under normal market conditions, the fund invests at least 80% of its assets in the securities of companies in that sector. The fund's managers consider the “natural resources sector” to include companies that own, produce, refine, process, transport, and market natural resources and companies that provide related equipment, infrastructure, and services. The fund manager seeks to achieve the fund’s investment objective by investing the fund’s assets primarily in equities of companies in the natural resources sector.

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