Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOGEX (JOHCM GLOBAL EQUITY FUND CLASS I) | NA | 10.79% | 5.39% | 4.27% | 7.25% | NA | NA | … | … |
Data as of 09/09/2025, Common starting date is 03/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOGEX (JOHCM GLOBAL EQUITY FUND CLASS I) | 03/27/2013 | 09/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.79 | 5.39 | 4.27 | 7.25 | NA | NA | … | … | 2.44 | 18.77 | 2.42 | -32.93 | 25.72 | 33.43 | 22.68 | -7.54 | 25.20 | 2.29 | -8.31 | 7.48 | 27.32 |
| Sharpe Ratio | NA | 0.37 | 0.11 | 0.11 | 0.31 | NA | NA | … | … | 0.02 | 0.96 | -0.08 | -1.32 | 1.58 | 1.11 | 2.00 | -0.56 | 2.82 | 0.15 | -0.45 | 0.49 | 2.63 |
| Standard Deviation(%) | NA | 20.89 | 18.79 | 19.37 | 18.52 | NA | NA | … | … | 23.09 | 15.74 | 15.59 | 26.12 | 16.31 | 29.76 | 10.63 | 15.94 | 8.74 | 13.61 | 18.62 | 15.30 | 14.06 |
| Draw Down(%) | NA | 24.80 | 24.80 | 38.03 | 38.03 | NA | NA | … | … | 24.80 | 12.19 | 12.69 | 37.84 | 8.13 | 28.48 | 5.17 | 20.66 | 3.24 | 7.34 | 22.49 | 11.94 | 9.96 |
| Yield(%) | 0.00 | 24.93 | 11.11 | 11.07 | 9.83 | 8.32 | 6.24 | … | … | 0.00 | 27.76 | 1.70 | 5.83 | 19.33 | 6.74 | 16.10 | 4.10 | 0.49 | 0.22 | 0.04 | 0.18 | 0.30 |
Data as of 09/09/2025, Common starting date is 03/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOGEX (JOHCM GLOBAL EQUITY FUND CLASS I) |
-6.56%
Dec 2021 – Dec 2024 |
0.48%
Mar 2015 – Mar 2020 |
4.24%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOGEX (JOHCM GLOBAL EQUITY FUND CLASS I) |
27.19%
Dec 2018 – Dec 2021 |
18.96%
Dec 2016 – Dec 2021 |
7.74%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart