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Advisers Investment Trust - JOHCM International Small Cap Equity Fund (JOSMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.84-0.01 (-0.07%)
As of 08:01PM EDT. Market open.

Performance overview

Morningstar return rating★
Year-to-date return6.52%
5-year average return4.01%
Number of years up5
Number of years down2
Best 1-yr total return (3 Feb 2019)28.32%
Worst 1-yr total return (3 Feb 2019)-17.42%
Best 3-yr total return28.32%
Worst 3-yr total return1.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJOSMXCategory
YTD6.63%12.18%
1-month-0.57%-0.68%
3-month-0.79%6.41%
1-year35.65%43.30%
3-year5.16%7.71%
5-year6.83%11.00%
10-year0.00%7.08%
Last bull market0.00%15.99%
Last bear market0.00%-22.93%

Annual total return (%) history

Year
JOSMXCategory
2021
N/AN/A
2020
9.83%10.92%
2019
20.91%22.52%
2018
-17.42%-19.13%
2017
28.32%31.58%
2016
6.63%1.79%
2015
2.20%3.79%
2014
-5.12%-5.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20212.31%N/AN/AN/A
2020-28.95%17.93%10.07%19.07%
20198.98%2.63%-3.00%11.44%
20180.77%-0.76%-0.31%-17.17%
20177.45%11.26%3.16%4.05%
2016-0.51%2.25%6.51%-1.59%
20153.91%5.34%-9.30%2.95%
20143.36%1.76%-7.11%-2.88%

Rank in category (by total return)

YTD95
1-month44
3-month78
1-year74
3-year90
5-year92

Load adjusted returns

1-year40.15%
3-year5.45%
5-year9.54%
10-yearN/A