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JOHCM Global Select Advisor (JOGEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.27+0.17 (+1.21%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.90%
5-Year Average Return8.08%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Jul 4, 2024)33.41%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return33.41%
Worst 3-Yr Total Return-2.13%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJOGEXCategory
YTD12.16%9.95%
1-Month3.19%2.98%
3-Month-0.07%8.22%
1-Year19.85%40.81%
3-Year-2.38%19.17%
5-Year7.85%18.49%
10-Year6.41%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%-0.07%N/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)

YTD45
1-Month24
3-Month72
1-Year41
3-Year83
5-Year88

Load Adjusted Returns

1-Year19.85%
3-Year-2.38%
5-Year7.85%
10-Year6.41%