Singapore markets close in 4 hours 33 minutes

JOHCM International Select Institutional (JOHIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
24.39+0.22 (+0.91%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.27%
5-year average return3.78%
Number of years up10
Number of years down4
Best 1-yr total return (1 Jul 2024)38.21%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return38.21%
Worst 3-yr total return-4.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJOHIXCategory
YTD3.62%7.01%
1-month-0.29%0.44%
3-month-4.15%6.77%
1-year7.80%34.50%
3-year-4.60%13.81%
5-year3.91%13.83%
10-year4.71%8.22%
Last bull market25.57%17.48%
Last bear market-20.53%-22.43%

Annual total return (%) history

Year
JOHIXCategory
2024
N/AN/A
2023
18.12%N/A
2022
-32.38%N/A
2021
9.21%N/A
2020
29.71%25.48%
2019
19.04%27.83%
2018
-8.27%-14.08%
2017
22.89%30.87%
2016
5.20%-2.14%
2015
-4.05%0.95%
2014
5.35%-3.92%
2013
38.21%18.58%
2012
15.48%17.70%
2011
-15.24%-12.30%
2010
29.74%14.78%
2009
N/A38.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.11%-4.15%N/AN/A
20238.35%4.80%-5.94%10.61%
2022-14.30%-20.53%-13.38%14.62%
20210.26%3.82%-1.33%6.33%
2020-15.45%23.44%9.81%13.17%
201912.32%2.58%-3.96%7.58%
20183.46%1.24%0.21%-12.62%
20177.87%3.55%5.74%4.05%
20161.63%2.77%7.44%-6.25%
201510.54%-2.00%-13.36%2.22%
20140.16%5.43%-0.88%0.64%
201312.37%1.47%11.57%8.65%
201214.72%-10.28%9.20%2.75%
2011-0.22%2.54%-21.00%4.87%
20103.63%-10.07%20.80%15.24%
20092.31%N/AN/AN/A

Rank in category (by total return)

YTD70
1-month45
3-month96
1-year66
3-year74
5-year86

Load adjusted returns

1-year7.80%
3-year-4.60%
5-year3.91%
10-year4.71%