Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOEIX (JOHCM EMERGING MARKETS OPPORTUNITIES FUND CLASS I) | 19.96% | 42.71% | 21.10% | 7.56% | 10.10% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOEIX (JOHCM EMERGING MARKETS OPPORTUNITIES FUND CLASS I) | 11/26/2012 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 42.71 | 21.10 | 7.56 | 10.10 | NA | NA | … | … | 19.96 | 36.24 | 5.93 | 7.06 | -15.77 | 1.66 | 16.38 | 14.64 | -14.79 | 38.64 | 4.44 | -9.00 | -1.02 | 3.90 | 4.06 |
| Sharpe Ratio | NA | 2.33 | 1.13 | 0.32 | 0.52 | NA | NA | … | … | 2.38 | 2.00 | 0.16 | 0.27 | -0.90 | 0.11 | 0.57 | 1.14 | -0.99 | 3.96 | 0.23 | -0.48 | -0.08 | 0.29 | 6.32 |
| Standard Deviation(%) | NA | 17.38 | 16.22 | 16.24 | 16.99 | NA | NA | … | … | 22.69 | 16.72 | 14.27 | 12.63 | 19.09 | 14.48 | 28.35 | 11.54 | 16.48 | 9.63 | 18.48 | 18.95 | 13.53 | 13.43 | 8.18 |
| Draw Down(%) | NA | 15.64 | 15.78 | 29.64 | 38.40 | NA | NA | … | … | 15.64 | 13.85 | 10.08 | 14.46 | 25.47 | 12.71 | 34.96 | 9.89 | 22.24 | 5.20 | 14.06 | 27.48 | 12.49 | 15.68 | 1.43 |
| Yield(%) | 0.00 | 4.51 | 2.77 | 2.27 | 3.51 | 2.72 | 2.04 | … | … | 0.00 | 5.17 | 1.19 | 1.72 | 1.65 | 3.89 | 1.16 | 4.18 | 3.57 | 4.82 | 0.86 | 5.65 | 3.86 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOEIX (JOHCM EMERGING MARKETS OPPORTUNITIES FUND CLASS I) |
-5.39%
Feb 2013 – Feb 2016 |
-1.80%
Oct 2017 – Oct 2022 |
2.03%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOEIX (JOHCM EMERGING MARKETS OPPORTUNITIES FUND CLASS I) |
22.37%
May 2023 – May 2026 |
13.63%
Feb 2016 – Feb 2021 |
10.76%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart