Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOEMX (JOHCM EMERGING MARKETS OPPORTUNITIES FUND INSTITUTIONAL SHARES) | 19.99% | 42.81% | 21.20% | 7.65% | 10.21% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOEMX (JOHCM EMERGING MARKETS OPPORTUNITIES FUND INSTITUTIONAL SHARES) | 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 | 42.81 | 21.20 | 7.65 | 10.21 | NA | NA | … | … | 19.99 | 36.38 | 6.03 | 7.18 | -15.74 | 1.75 | 16.46 | 14.83 | -14.76 | 38.91 | 4.49 | -8.98 | -0.89 | 3.90 | 4.06 |
| Sharpe Ratio | NA | 2.34 | 1.13 | 0.33 | 0.52 | NA | NA | … | … | 2.39 | 2.02 | 0.17 | 0.28 | -0.90 | 0.12 | 0.57 | 1.15 | -0.98 | 3.98 | 0.23 | -0.47 | -0.07 | 0.29 | 6.32 |
| Standard Deviation(%) | NA | 17.36 | 16.24 | 16.25 | 17.01 | NA | NA | … | … | 22.66 | 16.69 | 14.38 | 12.63 | 19.08 | 14.43 | 28.44 | 11.59 | 16.51 | 9.66 | 18.40 | 19.00 | 13.56 | 13.40 | 8.18 |
| Draw Down(%) | NA | 15.66 | 15.73 | 29.56 | 38.26 | NA | NA | … | … | 15.66 | 13.89 | 10.44 | 14.42 | 25.47 | 12.68 | 34.96 | 9.87 | 22.19 | 5.19 | 14.04 | 27.54 | 12.41 | 15.68 | 1.43 |
| Yield(%) | 0.00 | 4.60 | 2.88 | 2.35 | 3.63 | 2.79 | 2.10 | … | … | 0.00 | 5.27 | 1.30 | 1.84 | 1.71 | 3.97 | 1.29 | 4.29 | 3.65 | 4.90 | 0.92 | 5.66 | 3.91 | 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 |
|---|---|---|---|---|
| JOEMX (JOHCM EMERGING MARKETS OPPORTUNITIES FUND INSTITUTIONAL SHARES) |
-5.34%
Feb 2013 – Feb 2016 |
-1.71%
Oct 2017 – Oct 2022 |
2.12%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOEMX (JOHCM EMERGING MARKETS OPPORTUNITIES FUND INSTITUTIONAL SHARES) |
22.47%
May 2023 – May 2026 |
13.76%
Feb 2016 – Feb 2021 |
10.87%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart