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JOHCM Emerging Mkts Sm Mid Cp Eq Instl (JOMMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.77-0.04 (-0.27%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.25%
5-year average return12.58%
Number of years up7
Number of years down2
Best 1-yr total return (13 Jun 2024)43.63%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return43.63%
Worst 3-yr total return5.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJOMMXCategory
YTD7.99%8.73%
1-month0.97%1.20%
3-month1.96%5.47%
1-year23.25%41.79%
3-year3.48%11.48%
5-year12.90%12.18%
10-year0.00%4.39%
Last bull market20.80%17.73%
Last bear market-15.96%-25.55%

Annual total return (%) history

Year
JOMMXCategory
2024
N/AN/A
2023
24.89%N/A
2022
-21.37%N/A
2021
22.21%N/A
2020
23.56%17.90%
2019
18.25%19.25%
2018
-20.02%-16.07%
2017
43.63%34.17%
2016
8.26%8.47%
2015
2.89%-13.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.84%N/AN/AN/A
20237.59%8.16%-0.94%8.34%
2022-5.91%-15.96%-6.48%6.33%
20216.81%12.45%-1.71%3.52%
2020-25.59%30.15%9.46%16.56%
20199.93%-0.08%-1.69%9.51%
20183.25%-6.43%-9.32%-8.70%
201712.77%6.24%9.56%9.41%
20162.19%5.74%8.47%-7.64%
20159.12%8.00%-17.55%5.90%

Rank in category (by total return)

YTD12
1-month73
3-month77
1-year8
3-year4
5-year1

Load adjusted returns

1-year23.25%
3-year3.48%
5-year12.90%
10-yearN/A