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ISIN
US56170L8853
CUSIP
56170L885
Inception Date
Feb 13, 2018
Min. Investment
$100,000
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

HJIGX Performance Chart

Hardman Johnston International Growth Fund (HJIGX) is up 16.2% since the beginning of the year. HJIGX is currently trading at $19 per share. Investors who bought $1,000 worth of HJIGX shares 5 years ago would now be looking at an investment worth $1,443.


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S&P 500 Index

Returns By Period

Hardman Johnston International Growth Fund (HJIGX) has returned 16.15% so far this year and 36.31% over the past 12 months.


Hardman Johnston International Growth Fund

1D
1.75%
1M
3.84%
YTD
16.15%
6M
16.58%
1Y
36.31%
3Y*
20.79%
5Y*
7.61%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HJIGX Monthly Returns History

Based on dividend-adjusted daily data since Feb 14, 2018, HJIGX's average daily return is +0.04%, while the average monthly return is +0.89%. At this rate, an investment would double in approximately 6.5 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2022 with a return of +18.8%, while the worst month was Mar 2020 at -15.6%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, HJIGX closed higher 52% of trading days. The best single day was Mar 13, 2020 with a return of +7.7%, while the worst single day was Mar 12, 2020 at -11.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20267.08%2.88%-9.88%10.60%4.68%1.05%16.15%
20255.12%2.91%-0.53%2.23%9.76%4.04%-0.85%3.85%5.36%2.73%-1.30%1.78%40.61%
2024-1.48%3.66%4.35%-1.56%6.26%-1.08%3.19%3.90%-1.10%-2.06%1.45%-3.36%12.28%
202310.19%-4.76%3.70%-1.78%-4.45%4.75%4.81%-6.32%-4.99%-3.50%5.14%3.64%4.95%
2022-8.09%-5.17%-3.66%-8.75%0.87%-4.80%4.94%-4.90%-13.54%2.10%18.76%-0.77%-23.59%
2021-0.30%1.73%-3.92%4.38%1.25%1.89%0.57%3.34%-3.09%3.12%-8.05%1.94%2.17%

Benchmark Metrics

Hardman Johnston International Growth Fund has an annualized alpha of -1.46%, beta of 0.89, and R2 of 0.66 versus S&P 500 Index. Calculated based on daily prices since February 14, 2018.

  • This fund participated in 94.06% of S&P 500 Index downside but only 80.92% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 0.89 and R2 of 0.66, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
-1.46%
Beta
0.89
0.66
Upside Capture
80.92%
Downside Capture
94.06%

Expense Ratio

HJIGX has a high expense ratio of 1.00%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

HJIGX ranks 41 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


HJIGX Risk / Return Rank: 4141
Overall Rank
HJIGX Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
HJIGX Sortino Ratio Rank: 3939
Sortino Ratio Rank
HJIGX Omega Ratio Rank: 3737
Omega Ratio Rank
HJIGX Calmar Ratio Rank: 4343
Calmar Ratio Rank
HJIGX Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Hardman Johnston International Growth Fund (HJIGX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HJIGXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.33

Sortino ratioReturn per unit of downside risk

-0.33

Omega ratioGain probability vs. loss probability

1.30

1.37

-0.07

Calmar ratioReturn relative to maximum drawdown

2.40

2.78

-0.39

Martin ratioReturn relative to average drawdown

9.46

12.44

-2.98

Dividends

Dividend History

Hardman Johnston International Growth Fund provided a 2.60% dividend yield over the last twelve months, with an annual payout of $0.50 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.602019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$0.50$0.50$0.03$0.00$0.00$0.15$0.00$0.55

Dividend yield

2.60%3.02%0.24%0.00%0.00%1.11%0.00%5.48%

Monthly Dividends

The table displays the monthly dividend distributions for Hardman Johnston International Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.50$0.50
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.03
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15$0.15

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Hardman Johnston International Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Hardman Johnston International Growth Fund was 42.60%, occurring on Oct 14, 2022. Recovery took 661 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-42.60%Oct 2022
1y 1mo2y 7mo
3y 9moSep 2021 - Jun 2025
COVID crash2020
-33.44%Mar 2020
3mo 14d3mo 20d
7mo 4dDec 2019 - Jul 2020
Rate-hike selloffLate 2018
-21.10%Dec 2018
2mo 23d11mo 15d
1y 2moOct 2018 - Dec 2019
2026 correction2026
-15.05%Mar 2026
1mo 2d1mo 7d
2mo 9dFeb 2026 - May 2026
2021 correction2021
-11.20%Mar 2021
1mo 5d4mo 12d
5mo 17dFeb 2021 - Aug 2021

Drawdown Indicators


HJIGXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-42.60%

-56.78%

+14.18%

Max Drawdown (1Y)

Largest decline over 1 year

-15.05%

-9.10%

-5.95%

Max Drawdown (3Y)

Largest decline over 3 years

-16.30%

-18.90%

+2.60%

Max Drawdown (5Y)

Largest decline over 5 years

-42.60%

-25.43%

-17.17%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-12.79%

-10.71%

-2.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.81%

2.03%

+1.78%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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