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JOHCM Global Equity I (JOGEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.50+0.07 (+0.52%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.70%
5-year average return8.68%
Number of years up7
Number of years down3
Best 1-yr total return (30 May 2024)33.41%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return33.41%
Worst 3-yr total return-2.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJOGEXCategory
YTD5.96%9.95%
1-month-5.60%2.98%
3-month3.54%8.22%
1-year16.02%40.81%
3-year-3.45%19.17%
5-year7.13%18.49%
10-year6.65%11.83%
Last bull market30.48%21.12%
Last bear market-18.91%-20.34%

Annual total return (%) history

Year
JOGEXCategory
2024
N/AN/A
2023
11.63%N/A
2022
-32.91%N/A
2021
25.18%N/A
2020
33.41%32.67%
2019
22.67%30.40%
2018
-7.54%-7.79%
2017
25.20%30.22%
2016
2.29%2.42%
2015
-7.97%1.26%
2014
7.09%2.65%
2013
N/A26.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.24%N/AN/AN/A
20233.65%0.78%-4.74%12.17%
2022-14.48%-18.91%-9.79%7.25%
20215.80%6.82%-0.28%11.07%
2020-16.19%25.12%9.78%15.89%
201913.63%3.81%-1.26%5.33%
20185.08%0.72%-0.89%-11.85%
20177.97%1.45%7.42%6.40%
20160.16%2.95%5.11%-5.62%
20158.37%-3.22%-14.29%2.37%
20140.71%7.09%0.22%-0.92%
20130.69%11.58%12.31%N/A

Rank in category (by total return)

YTD38
1-month85
3-month60
1-year59
3-year86
5-year88

Load adjusted returns

1-year16.02%
3-year-3.45%
5-year7.13%
10-year6.65%