Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOMMX (JOHCM EMERGING MARKETS SMALL MID CAP EQUITY FUND INSTITUTIONAL SHARES) | 16.29% | 33.91% | 18.62% | 8.56% | 11.94% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOMMX (JOHCM EMERGING MARKETS SMALL MID CAP EQUITY FUND INSTITUTIONAL SHARES) | 12/19/2014 | 06/05/2026 |
| 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 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.35 | 33.91 | 18.62 | 8.56 | 11.94 | NA | NA | … | … | 16.29 | 23.88 | 4.29 | 24.91 | -21.36 | 22.38 | 23.57 | 18.25 | -20.02 | 43.63 | 8.26 | 2.89 | 0.69 |
| Sharpe Ratio | NA | 1.90 | 1.06 | 0.41 | 0.63 | NA | NA | … | … | 1.92 | 1.37 | 0.06 | 1.82 | -1.24 | 1.62 | 0.79 | 1.53 | -1.24 | 4.29 | 0.50 | 0.13 | 7.56 |
| Standard Deviation(%) | NA | 16.43 | 14.52 | 14.95 | 16.56 | NA | NA | … | … | 20.67 | 15.37 | 11.60 | 11.75 | 18.44 | 13.82 | 29.29 | 10.94 | 17.34 | 10.07 | 16.23 | 21.55 | 3.72 |
| Draw Down(%) | NA | 11.75 | 20.97 | 27.69 | 41.34 | NA | NA | … | … | 11.75 | 14.29 | 10.62 | 11.49 | 27.69 | 6.79 | 36.90 | 9.56 | 28.42 | 4.42 | 11.45 | 26.87 | 0.30 |
| Yield(%) | 0.00 | 13.03 | 8.58 | 8.71 | 9.60 | 7.04 | 5.28 | … | … | 0.00 | 14.01 | 9.14 | 1.17 | 0.85 | 30.59 | 0.56 | 0.80 | 0.41 | 15.84 | 2.30 | 4.30 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOMMX (JOHCM EMERGING MARKETS SMALL MID CAP EQUITY FUND INSTITUTIONAL SHARES) |
-3.58%
Mar 2017 – Mar 2020 |
0.68%
Mar 2015 – Mar 2020 |
6.84%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOMMX (JOHCM EMERGING MARKETS SMALL MID CAP EQUITY FUND INSTITUTIONAL SHARES) |
21.86%
Apr 2023 – Apr 2026 |
15.48%
Dec 2016 – Dec 2021 |
13.25%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart