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JOHCM Emerging Markets Opps Instl (JOEMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.49-0.07 (-0.61%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.80%
5-year average return3.25%
Number of years up7
Number of years down4
Best 1-yr total return (20 Jun 2024)38.91%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return38.91%
Worst 3-yr total return-2.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJOEMXCategory
YTD3.50%8.73%
1-month0.45%1.20%
3-month3.69%5.47%
1-year9.42%41.79%
3-year-4.54%11.48%
5-year3.77%12.18%
10-year3.35%4.39%
Last bull market16.48%17.73%
Last bear market-10.25%-25.55%

Annual total return (%) history

Year
JOEMXCategory
2024
N/AN/A
2023
7.16%N/A
2022
-15.74%N/A
2021
1.73%N/A
2020
16.46%17.90%
2019
14.83%19.25%
2018
-14.76%-16.07%
2017
38.91%34.17%
2016
4.49%8.47%
2015
-8.80%-13.79%
2014
-1.45%-3.01%
2013
5.05%-0.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.96%N/AN/AN/A
20234.55%2.50%-6.15%6.54%
2022-7.92%-10.25%-6.68%9.26%
20214.30%4.27%-8.55%2.29%
2020-24.46%20.95%6.79%19.36%
201910.74%1.35%-4.52%7.16%
2018-2.03%-3.64%-2.06%-7.81%
201712.91%7.59%7.05%6.82%
2016-0.45%2.71%10.55%-7.56%
20155.48%1.00%-17.04%3.19%
2014-3.09%7.04%-4.47%-0.54%
2013-2.47%-6.43%6.98%7.61%

Rank in category (by total return)

YTD63
1-month86
3-month50
1-year81
3-year47
5-year59

Load adjusted returns

1-year9.42%
3-year-4.54%
5-year3.77%
10-year3.35%