GMO Climate Change Fund (GCCHX)
Under normal market conditions, the fund invests at least 80% of its assets in companies in "climate change-related industries". The advisor considers "climate change-related industries" to include clean energy, batteries and storage, electric grid, energy efficiency, recycling and pollution control, agriculture, water, and businesses that service such industries. The fund is permitted to invest directly and indirectly in equities of companies tied economically to any country in the world, including emerging countries.
Fund Info
US3620146155
Apr 4, 2017
$5,000,000
Large-Cap
Blend
Expense Ratio
GCCHX has an expense ratio of 0.77%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
GMO Climate Change Fund (GCCHX) returned -3.33% year-to-date (YTD) and -23.73% over the past 12 months.
GCCHX
-3.33%
6.95%
-12.74%
-23.73%
-15.40%
-2.38%
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of GCCHX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.80% | -7.51% | -4.06% | -1.21% | 8.33% | -3.33% | |||||||
| 2024 | -12.68% | 1.67% | 5.50% | -5.69% | 8.46% | -11.17% | 5.79% | 0.63% | 3.17% | -8.43% | -3.73% | -9.73% | -25.62% |
| 2023 | 13.48% | -5.15% | -1.52% | -2.92% | -3.51% | 6.94% | 4.66% | -12.09% | -8.16% | -14.23% | 9.34% | 10.71% | -6.85% |
| 2022 | -7.04% | 5.96% | 5.49% | -13.01% | 7.17% | -15.07% | 12.57% | -0.04% | -13.47% | 6.60% | 13.14% | -8.89% | -11.96% |
| 2021 | 2.61% | 3.96% | 1.69% | 0.31% | 1.51% | 2.05% | -6.12% | 0.88% | -3.07% | 11.76% | -6.96% | -9.93% | -3.09% |
| 2020 | -2.37% | -4.73% | -22.76% | 12.85% | 7.70% | 3.76% | 4.51% | 10.60% | 0.36% | 0.75% | 17.31% | 9.07% | 35.48% |
| 2019 | 9.85% | 1.33% | -2.04% | 2.83% | -6.62% | 8.25% | -1.58% | -4.40% | 4.51% | 2.32% | 1.46% | 11.31% | 28.77% |
| 2018 | 1.33% | -2.42% | 0.17% | 0.92% | -0.33% | -4.42% | 2.26% | -2.65% | -0.70% | -6.54% | 1.51% | -6.80% | -16.76% |
| 2017 | 2.50% | 2.20% | 0.96% | 6.62% | 1.33% | 4.47% | 2.56% | -1.84% | 1.17% | 21.57% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of GCCHX is 1, meaning it’s performing worse than 99% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for GMO Climate Change Fund (GCCHX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
GMO Climate Change Fund provided a 0.69% dividend yield over the last twelve months, with an annual payout of $0.12 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.12 | $0.12 | $0.24 | $0.64 | $5.16 | $1.75 | $0.97 | $0.52 | $0.83 |
Dividend yield | 0.69% | 0.67% | 0.96% | 2.38% | 16.83% | 5.42% | 4.02% | 2.61% | 3.43% |
Monthly Dividends
The table displays the monthly dividend distributions for GMO Climate Change Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.64 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.16 | $0.00 | $0.00 | $0.00 | $0.00 | $3.01 | $5.16 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.00 | $0.00 | $1.29 | $1.75 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.92 | $0.97 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.52 |
| 2017 | $0.83 | $0.83 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the GMO Climate Change Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the GMO Climate Change Fund was 60.91%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current GMO Climate Change Fund drawdown is 51.61%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.91% | Nov 9, 2021 | 850 | Apr 8, 2025 | — | — | — |
| -56.91% | Mar 11, 2020 | 9 | Mar 23, 2020 | 201 | Jan 7, 2021 | 210 |
| -22.77% | May 22, 2018 | 150 | Dec 24, 2018 | 249 | Dec 19, 2019 | 399 |
| -21.14% | Feb 21, 2020 | 12 | Mar 9, 2020 | 1 | Mar 10, 2020 | 13 |
| -13.14% | Jun 10, 2021 | 27 | Jul 19, 2021 | 69 | Oct 25, 2021 | 96 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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