Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOIIX (JOHCM Global Income Builder Investor Shares) | NA | -302,135.19% | nan% | NA | NA | NA | NA | … | … |
Data as of 05/30/2023, Common starting date is 07/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOIIX (JOHCM Global Income Builder Investor Shares) | 07/01/2019 | 05/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -313,648.39 | -302,135.19 | nan | NA | NA | NA | NA | … | … | 2.27 | -12.71 | 6.83 | 1.15 | 3.27 |
| Sharpe Ratio | NA | -0.58 | 0.33 | NA | NA | NA | NA | … | … | 0.13 | -0.97 | 0.76 | 0.05 | 1.04 |
| Standard Deviation(%) | NA | 12.05 | 11.37 | NA | NA | NA | NA | … | … | 6.91 | 14.56 | 9.02 | 19.12 | 5.17 |
| Draw Down(%) | NA | 14.38 | 20.66 | NA | NA | NA | NA | … | … | 5.22 | 20.25 | 6.50 | 25.12 | 3.45 |
| Yield(%) | 100.03 | 96.82 | 38.39 | 22.37 | 11.19 | 7.46 | 5.59 | … | … | 102.20 | 2.35 | 7.29 | 2.48 | 1.82 |
Data as of 05/30/2023, Common starting date is 07/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOIIX (JOHCM Global Income Builder Investor Shares) |
0.13%
Sep 2019 – Sep 2022 |
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 |
|---|---|---|---|---|
| JOIIX (JOHCM Global Income Builder Investor Shares) |
8.02%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart