Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOSMX (JOHCM INTERNATIONAL SMALL CAP EQUITY FUND INSTITUTIONAL SHARES) | NA | 35.74% | 5.18% | 9.12% | NA | NA | NA | … | … |
Data as of 07/16/2021, Common starting date is 10/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOSMX (JOHCM INTERNATIONAL SMALL CAP EQUITY FUND INSTITUTIONAL SHARES) | 10/04/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 35.74 | 5.18 | 9.12 | NA | NA | NA | … | … | 6.70 | 9.82 | 13.18 | -20.37 | 28.33 | 6.63 | 1.89 | -4.85 | 5.08 |
| Sharpe Ratio | NA | 3.05 | 0.26 | 0.58 | NA | NA | NA | … | … | 1.20 | 0.37 | 1.20 | -1.19 | 4.08 | 0.45 | 0.15 | -0.58 | 3.06 |
| Standard Deviation(%) | NA | 11.72 | 17.29 | 14.48 | NA | NA | NA | … | … | 10.68 | 26.04 | 9.81 | 18.20 | 6.81 | 14.22 | 12.62 | 8.37 | 7.54 |
| Draw Down(%) | NA | 5.64 | 39.37 | 42.37 | NA | NA | NA | … | … | 4.65 | 39.35 | 9.15 | 31.31 | 2.39 | 14.05 | 13.67 | 13.17 | 3.20 |
| Yield(%) | 0.00 | 0.32 | 2.76 | 2.79 | 1.73 | 1.15 | 0.86 | … | … | 0.00 | 0.28 | 3.88 | 5.04 | 1.87 | 1.44 | 1.26 | 1.61 | 0.04 |
Data as of 07/16/2021, Common starting date is 10/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOSMX (JOHCM INTERNATIONAL SMALL CAP EQUITY FUND INSTITUTIONAL SHARES) |
-5.38%
Mar 2017 – Mar 2020 |
-0.96%
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 |
|---|---|---|---|---|
| JOSMX (JOHCM INTERNATIONAL SMALL CAP EQUITY FUND INSTITUTIONAL SHARES) |
14.47%
Jan 2015 – Jan 2018 |
10.77%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart