Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOMEX (JOHCM EMERGING MARKETS SMALL MID CAP EQUITY FUND CLASS I) | 19.79% | 38.64% | 19.70% | 9.24% | 12.18% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOMEX (JOHCM EMERGING MARKETS SMALL MID CAP EQUITY FUND CLASS I) | 01/29/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | 38.64 | 19.70 | 9.24 | 12.18 | NA | NA | … | … | 19.79 | 23.78 | 4.18 | 24.72 | -21.32 | 22.25 | 23.43 | 18.10 | -20.11 | 43.57 | 14.99 |
| Sharpe Ratio | NA | 2.41 | 1.25 | 0.50 | 0.67 | NA | NA | … | … | 2.88 | 1.37 | 0.05 | 1.81 | -1.24 | 1.62 | 0.79 | 1.51 | -1.24 | 4.30 | 1.10 |
| Standard Deviation(%) | NA | 16.19 | 14.43 | 14.90 | 16.54 | NA | NA | … | … | 20.49 | 15.38 | 11.58 | 11.75 | 18.45 | 13.75 | 29.36 | 10.98 | 17.32 | 10.02 | 14.68 |
| Draw Down(%) | NA | 11.74 | 21.04 | 27.71 | 41.43 | NA | NA | … | … | 11.74 | 14.34 | 10.61 | 11.43 | 27.71 | 6.80 | 36.85 | 9.57 | 28.44 | 4.43 | 11.41 |
| Yield(%) | 0.00 | 12.96 | 8.41 | 8.67 | 9.48 | 7.13 | 5.35 | … | … | 0.00 | 13.83 | 9.02 | 0.90 | 0.77 | 30.49 | 0.49 | 0.63 | 0.35 | 15.75 | 2.35 |
Data as of 06/04/2026, Common starting date is 01/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOMEX (JOHCM EMERGING MARKETS SMALL MID CAP EQUITY FUND CLASS I) |
-3.71%
Mar 2017 – Mar 2020 |
2.28%
Oct 2017 – Oct 2022 |
11.00%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOMEX (JOHCM EMERGING MARKETS SMALL MID CAP EQUITY FUND CLASS I) |
21.71%
Apr 2023 – Apr 2026 |
15.37%
Dec 2016 – Dec 2021 |
13.15%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart