Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOGIX (JOHCM GLOBAL EQUITY FUND INSTITUTIONAL SHARES) | NA | 11.02% | 5.52% | 4.38% | 7.42% | NA | NA | … | … |
Data as of 09/09/2025, Common starting date is 03/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOGIX (JOHCM GLOBAL EQUITY FUND INSTITUTIONAL SHARES) | 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 (%) | 0.08 | 11.02 | 5.52 | 4.38 | 7.42 | NA | NA | … | … | 2.61 | 18.81 | 2.54 | -32.86 | 25.82 | 33.58 | 23.48 | -7.50 | 25.39 | 2.32 | -8.23 | 7.59 | 27.33 |
| Sharpe Ratio | NA | 0.38 | 0.11 | 0.11 | 0.32 | NA | NA | … | … | 0.04 | 0.96 | -0.07 | -1.32 | 1.58 | 1.12 | 2.08 | -0.56 | 2.81 | 0.15 | -0.44 | 0.50 | 2.64 |
| Standard Deviation(%) | NA | 20.94 | 18.81 | 19.38 | 18.53 | NA | NA | … | … | 23.14 | 15.76 | 15.62 | 26.08 | 16.35 | 29.74 | 10.60 | 15.97 | 8.83 | 13.62 | 18.68 | 15.26 | 14.02 |
| Draw Down(%) | NA | 24.80 | 24.80 | 37.97 | 37.97 | NA | NA | … | … | 24.80 | 12.17 | 12.65 | 37.78 | 8.16 | 28.49 | 5.00 | 20.60 | 3.30 | 7.33 | 22.47 | 12.00 | 9.96 |
| Yield(%) | 0.00 | 24.88 | 11.16 | 11.12 | 9.99 | 8.46 | 6.34 | … | … | 0.00 | 27.72 | 1.91 | 5.89 | 19.40 | 6.73 | 16.77 | 4.19 | 0.61 | 0.33 | 0.04 | 0.21 | 0.31 |
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 |
|---|---|---|---|---|
| JOGIX (JOHCM GLOBAL EQUITY FUND INSTITUTIONAL SHARES) |
-6.48%
Dec 2021 – Dec 2024 |
0.69%
Mar 2015 – Mar 2020 |
4.39%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOGIX (JOHCM GLOBAL EQUITY FUND INSTITUTIONAL SHARES) |
27.56%
Dec 2018 – Dec 2021 |
19.21%
Dec 2016 – Dec 2021 |
7.89%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart