Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOEAX (JOHCM EMERGING MARKETS OPPORTUNITIES FUND CLASS II) | 12.44% | 32.22% | 17.44% | 6.10% | 9.21% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOEAX (JOHCM EMERGING MARKETS OPPORTUNITIES FUND CLASS II) | 12/23/2013 | 06/10/2026 |
| 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.43 | 32.22 | 17.44 | 6.10 | 9.21 | NA | NA | … | … | 12.44 | 36.03 | 5.74 | 6.86 | -15.90 | 1.47 | 16.24 | 14.52 | -14.91 | 38.53 | 4.24 | -9.00 | -1.13 | 0.09 |
| Sharpe Ratio | NA | 1.67 | 0.92 | 0.22 | 0.45 | NA | NA | … | … | 1.27 | 1.99 | 0.15 | 0.26 | -0.91 | 0.10 | 0.56 | 1.13 | -0.99 | 3.96 | 0.22 | -0.47 | -0.09 | NA |
| Standard Deviation(%) | NA | 18.50 | 16.66 | 16.52 | 17.14 | NA | NA | … | … | 24.39 | 16.73 | 14.43 | 12.64 | 19.12 | 14.49 | 28.43 | 11.58 | 16.52 | 9.61 | 18.39 | 19.05 | 13.49 | NA |
| Draw Down(%) | NA | 15.70 | 15.81 | 29.44 | 38.58 | NA | NA | … | … | 15.70 | 13.86 | 10.49 | 14.47 | 25.58 | 12.79 | 35.05 | 9.98 | 22.26 | 5.20 | 14.06 | 27.56 | 12.43 | NA |
| Yield(%) | 0.00 | 4.27 | 2.53 | 2.14 | 3.31 | 2.40 | 1.80 | … | … | 0.00 | 4.93 | 0.98 | 1.62 | 1.65 | 3.55 | 1.03 | 4.06 | 3.46 | 4.72 | 0.66 | 5.65 | 3.74 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOEAX (JOHCM EMERGING MARKETS OPPORTUNITIES FUND CLASS II) |
-4.94%
Jan 2021 – Jan 2024 |
-1.95%
Oct 2017 – Oct 2022 |
2.87%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOEAX (JOHCM EMERGING MARKETS OPPORTUNITIES FUND CLASS II) |
22.14%
May 2023 – May 2026 |
13.49%
Feb 2016 – Feb 2021 |
10.60%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart