Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOBIX (JOHCM GLOBAL INCOME BUILDER FUND INSTITUTIONAL SHARES) | NA | -447,450.53% | nan% | nan% | NA | NA | NA | … | … |
Data as of 05/30/2023, Common starting date is 12/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOBIX (JOHCM GLOBAL INCOME BUILDER FUND INSTITUTIONAL SHARES) | 12/01/2017 | 05/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -463,433.33 | -447,450.53 | nan | nan | NA | NA | NA | … | … | 2.35 | -12.52 | 8.07 | 3.39 | 10.45 | -4.91 | 0.10 |
| Sharpe Ratio | NA | -0.55 | 0.42 | 0.27 | NA | NA | NA | … | … | 0.16 | -0.96 | 0.90 | 0.17 | 1.60 | -0.67 | 0.17 |
| Standard Deviation(%) | NA | 12.08 | 11.42 | 12.07 | NA | NA | NA | … | … | 6.98 | 14.48 | 8.95 | 18.84 | 5.66 | 9.35 | 2.57 |
| Draw Down(%) | NA | 14.29 | 20.24 | 24.86 | NA | NA | NA | … | … | 5.20 | 20.24 | 6.50 | 24.86 | 3.93 | 11.23 | 0.40 |
| Yield(%) | 100.02 | 97.05 | 39.45 | 24.64 | 12.20 | 8.13 | 6.10 | … | … | 102.27 | 2.55 | 9.66 | 2.68 | 4.24 | 3.69 | 0.17 |
Data as of 05/30/2023, Common starting date is 12/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOBIX (JOHCM GLOBAL INCOME BUILDER FUND INSTITUTIONAL SHARES) |
1.08%
Sep 2019 – Sep 2022 |
4.19%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOBIX (JOHCM GLOBAL INCOME BUILDER FUND INSTITUTIONAL SHARES) |
13.33%
Dec 2018 – Dec 2021 |
4.35%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart