Canada markets closed

JOHCM Funds Trust - JOHCM Global Income Builder Fund (JOIIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
9.72+0.00 (+0.03%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.56%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (May 25, 2023)12.74%
Worst 1 Yr Total Return (May 25, 2023)N/A
Best 3-Yr Total Return12.74%
Worst 3-Yr Total Return0.79%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJOIIXCategory
YTD2.56%8.60%
1-Month0.23%0.11%
3-Month0.12%4.82%
1-Year-2.66%25.33%
3-Year4.95%8.02%
5-Year0.00%8.06%
10-Year0.00%6.03%
Last Bull Market22.29%13.54%
Last Bear Market-9.07%-13.20%

Annual Total Return (%) History

Year
JOIIXCategory
2023
N/AN/A
2022
-12.55%N/A
2021
12.74%N/A
2020
3.83%6.18%
2019
N/A16.10%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.10%N/AN/AN/A
2022-4.40%-9.07%-6.97%8.14%
20214.13%4.73%-1.19%4.62%
2020-15.82%10.75%3.57%7.54%
20191.27%4.46%N/AN/A

Rank In Category (By Total Return)

YTD79
1-Month86
3-Month86
1-Year68
3-Year78
5-Year52

Load Adjusted Returns

1-Year-1.75%
3-Year4.92%
5-Year3.30%
10-YearN/A