GAAAX Three Year Return

GAAAX Fund  USD 24.23  0.05  0.21%   
GMO Opportunistic Income fundamentals help investors to digest information that contributes to GMO Opportunistic's financial success or failures. It also enables traders to predict the movement of GAAAX Mutual Fund. The fundamental analysis module provides a way to measure GMO Opportunistic's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to GMO Opportunistic mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

GAAAX Three Year Return Analysis

GMO Opportunistic's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Three Year Return | All Equity Analysis

Current GMO Opportunistic Three Year Return

    
  2.10 %  
Most of GMO Opportunistic's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, GMO Opportunistic Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Competition

GMO Opportunistic Three Year Return Component Assessment

Based on the latest financial disclosure, GMO Opportunistic Income has a Three Year Return of 2.1%. This is 57.75% lower than that of the GMO family and significantly higher than that of the Nontraditional Bond category. The three year return for all United States funds is notably lower than that of the firm.

GAAAX Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses GMO Opportunistic's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of GMO Opportunistic could also be used in its relative valuation, which is a method of valuing GMO Opportunistic by comparing valuation metrics of similar companies.
GMO Opportunistic is currently under evaluation in three year return among similar funds.

GAAAX Fundamentals

Total Asset972.28 M
Annual Yield1.78 %
One Year Return7.35 %
Three Year Return2.10 %
Five Year Return2.58 %
Ten Year Return3.06 %
Net Asset972.28 M
Last Dividend Paid0.03