Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOISX (JOHCM INTERNATIONAL SMALL CAP EQUITY FUND CLASS I) | NA | 35.65% | 5.09% | 9.03% | NA | NA | NA | … | … |
Data as of 07/16/2021, Common starting date is 01/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOISX (JOHCM INTERNATIONAL SMALL CAP EQUITY FUND CLASS I) | 01/07/2014 | 07/16/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 35.65 | 5.09 | 9.03 | NA | NA | NA | … | … | 6.69 | 9.69 | 13.22 | -20.39 | 28.31 | 6.48 | 1.79 | -4.69 |
| Sharpe Ratio | NA | 3.04 | 0.25 | 0.58 | NA | NA | NA | … | … | 1.21 | 0.36 | 1.21 | -1.21 | 4.09 | 0.44 | 0.14 | -0.57 |
| Standard Deviation(%) | NA | 11.70 | 17.27 | 14.47 | NA | NA | NA | … | … | 10.59 | 26.03 | 9.78 | 17.89 | 6.79 | 14.26 | 12.57 | 8.32 |
| Draw Down(%) | NA | 5.63 | 39.47 | 42.51 | NA | NA | NA | … | … | 4.64 | 39.37 | 9.14 | 31.16 | 2.39 | 14.04 | 13.67 | 13.15 |
| Yield(%) | 0.00 | 0.19 | 2.66 | 2.67 | 1.51 | 1.01 | 0.76 | … | … | 0.00 | 0.16 | 3.81 | 4.90 | 1.78 | 1.29 | 1.17 | 0.93 |
Data as of 07/16/2021, Common starting date is 01/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOISX (JOHCM INTERNATIONAL SMALL CAP EQUITY FUND CLASS I) |
-5.49%
Mar 2017 – Mar 2020 |
-1.06%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOISX (JOHCM INTERNATIONAL SMALL CAP EQUITY FUND CLASS I) |
14.37%
Jan 2015 – Jan 2018 |
10.65%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart