JOHIX vs. SWMIX
Compare and contrast key facts about JOHCM International Select Fund (JOHIX) and Schwab International Opportunities Fund (SWMIX).
JOHIX is managed by JOHCM Funds. It was launched on Jul 28, 2009. SWMIX is managed by Charles Schwab. It was launched on Apr 1, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JOHIX or SWMIX.
Correlation
The correlation between JOHIX and SWMIX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
JOHIX vs. SWMIX - Performance Comparison
Key characteristics
JOHIX:
0.38
SWMIX:
0.72
JOHIX:
0.60
SWMIX:
1.08
JOHIX:
1.08
SWMIX:
1.13
JOHIX:
0.19
SWMIX:
0.27
JOHIX:
0.99
SWMIX:
2.32
JOHIX:
5.56%
SWMIX:
4.12%
JOHIX:
14.50%
SWMIX:
13.29%
JOHIX:
-46.96%
SWMIX:
-65.11%
JOHIX:
-20.54%
SWMIX:
-28.22%
Returns By Period
In the year-to-date period, JOHIX achieves a 9.37% return, which is significantly higher than SWMIX's 8.61% return. Over the past 10 years, JOHIX has outperformed SWMIX with an annualized return of 3.38%, while SWMIX has yielded a comparatively lower 0.41% annualized return.
JOHIX
9.37%
6.89%
2.51%
5.88%
2.12%
3.38%
SWMIX
8.61%
5.20%
3.29%
9.44%
-0.98%
0.41%
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JOHIX vs. SWMIX - Expense Ratio Comparison
JOHIX has a 0.98% expense ratio, which is lower than SWMIX's 0.99% expense ratio.
Risk-Adjusted Performance
JOHIX vs. SWMIX — Risk-Adjusted Performance Rank
JOHIX
SWMIX
JOHIX vs. SWMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JOHCM International Select Fund (JOHIX) and Schwab International Opportunities Fund (SWMIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
JOHIX vs. SWMIX - Dividend Comparison
JOHIX's dividend yield for the trailing twelve months is around 1.56%, less than SWMIX's 1.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JOHIX JOHCM International Select Fund | 1.56% | 1.71% | 1.90% | 1.67% | 0.99% | 0.35% | 0.95% | 1.51% | 1.18% | 0.71% | 0.37% | 0.74% |
SWMIX Schwab International Opportunities Fund | 1.88% | 2.05% | 1.72% | 1.09% | 1.12% | 0.00% | 1.78% | 1.50% | 1.35% | 0.87% | 1.47% | 1.60% |
Drawdowns
JOHIX vs. SWMIX - Drawdown Comparison
The maximum JOHIX drawdown since its inception was -46.96%, smaller than the maximum SWMIX drawdown of -65.11%. Use the drawdown chart below to compare losses from any high point for JOHIX and SWMIX. For additional features, visit the drawdowns tool.
Volatility
JOHIX vs. SWMIX - Volatility Comparison
JOHCM International Select Fund (JOHIX) has a higher volatility of 4.76% compared to Schwab International Opportunities Fund (SWMIX) at 3.54%. This indicates that JOHIX's price experiences larger fluctuations and is considered to be riskier than SWMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.