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JOHAX: JOHCM INTERNATIONAL SELECT FUND CLASS II (MUTUAL FUND)
Basic Info 28.72 0.77(2.61%) June 05
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 04/05/2010 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 3.10% |
| Expenses | 0.98% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.4 | 2.8 | 12.7 | 11.1 | 1.2 | 7.1 | 6.7 | 8.0 | 25.4 | -0.1 | 17.9 | -32.5 | 9.2 | 29.3 | 18.8 | -8.6 | 22.9 | 4.6 | -4.5 | 5.3 | 37.9 | 15.2 | -15.4 | 22.3 |
| Sharpe Ratio | NA | 0.67 | 1.1 | 0.6 | -0.03 | 0.35 | NA | 0.4 | 1.27 | -0.27 | 1.12 | -1.43 | 0.66 | 1.13 | 1.85 | -0.74 | 2.75 | 0.31 | -0.27 | 0.35 | 3.05 | 0.95 | -0.6 | 1.36 |
| Draw Down(%) | NA | 14.5 | 14.5 | 19.8 | 42.3 | 42.3 | NA | 42.3 | 19.6 | 10.8 | 14.1 | 41.7 | 9.0 | 27.4 | 6.5 | 18.4 | 2.8 | 8.7 | 21.5 | 11.8 | 8.5 | 17.1 | 26.6 | 19.7 |
| Standard Deviation(%) | NA | 20.9 | 15.9 | 16.2 | 17.5 | 16.6 | NA | 17.2 | 17.9 | 14.1 | 12.8 | 23.8 | 13.9 | 25.7 | 9.4 | 13.6 | 8.1 | 14.5 | 16.8 | 15.1 | 12.4 | 16.1 | 25.7 | 22.6 |
| Treynor Ratio | NA | 0.19 | 0.26 | 0.14 | -0.01 | 0.09 | NA | 0.09 | 0.3 | -0.06 | 0.23 | -0.53 | 0.16 | 0.39 | 0.33 | -0.17 | 0.37 | 0.06 | -0.05 | 0.06 | 0.45 | 0.17 | -0.18 | 0.32 |
| Alpha | NA | 0.02 | 0.04 | 0.01 | 0.0 | 0.0 | NA | 0.01 | 0.03 | -0.03 | 0.03 | -0.07 | 0.04 | -0.04 | 0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.04 | 0.06 | -0.01 | -0.02 | 0.06 |
| Beta | NA | 0.74 | 0.68 | 0.7 | 0.66 | 0.66 | NA | 0.73 | 0.75 | 0.66 | 0.62 | 0.64 | 0.56 | 0.73 | 0.52 | 0.6 | 0.6 | 0.71 | 0.9 | 0.86 | 0.84 | 0.88 | 0.87 | 0.95 |
| RSquared | NA | 0.62 | 0.6 | 0.66 | 0.71 | 0.71 | NA | 0.74 | 0.73 | 0.57 | 0.71 | 0.79 | 0.64 | 0.78 | 0.65 | 0.68 | 0.46 | 0.74 | 0.74 | 0.51 | 0.82 | 0.87 | 0.92 | 0.92 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 3.4 | 1.4 | 1.9 | 0.9 | 9.3 | 3.3 | 0.8 | 1.2 | 1.1 | 0.6 | 0.2 | 4.1 | 0.3 | 0.4 | 0.5 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 138.8 | -14.1 | 50.6 | -91.0 | 253.9 | 365.3 | -34.7 | 29.3 | 111.3 | 246.4 | -96.2 | 1860.5 | -25.5 | -25.0 | 142.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2010
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