Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JODIX (JOHCM US SMALL MID CAP EQUITY FUND CLASS I) | NA | -31.14% | -2.08% | NA | NA | NA | NA | … | … |
Data as of 10/15/2019, Common starting date is 11/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JODIX (JOHCM US SMALL MID CAP EQUITY FUND CLASS I) | 11/04/2014 | 10/15/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -33.39 | -31.14 | -2.08 | NA | NA | NA | NA | … | … | 2.76 | -22.78 | 19.15 | 15.08 | 0.46 | 2.94 |
| Sharpe Ratio | NA | -1.09 | 0.01 | NA | NA | NA | NA | … | … | 0.10 | -0.67 | 1.82 | 0.83 | 0.03 | 1.40 |
| Standard Deviation(%) | NA | 33.95 | 24.32 | NA | NA | NA | NA | … | … | 20.44 | 36.13 | 10.23 | 17.95 | 17.03 | 14.69 |
| Draw Down(%) | NA | 42.41 | 46.12 | NA | NA | NA | NA | … | … | 15.84 | 46.12 | 6.12 | 16.63 | 16.32 | 5.61 |
| Yield(%) | 0.00 | 14.73 | 9.23 | 6.49 | 3.25 | 2.16 | 1.62 | … | … | 0.00 | 15.22 | 6.27 | 2.38 | 3.45 | 0.00 |
Data as of 10/15/2019, Common starting date is 11/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JODIX (JOHCM US SMALL MID CAP EQUITY FUND CLASS I) |
8.45%
Dec 2015 – Dec 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JODIX (JOHCM US SMALL MID CAP EQUITY FUND CLASS I) |
18.05%
Sep 2015 – Sep 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart