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sector performance

funds managed

fund total return standard deviation max drawdown
Fidelity Advisor Equity Income Fund;I 22.4 % 9.9 -11.3 %
Fidelity Equity-Income Fund 24.4 % 9.9 -10.9 %

League Table - Rank 117/190 (3rd quartile)

rank Manager Return
115 Richard L. Platte, Jr. 115. Richard L. Platte, Jr. 23.7%
115 George P. Schwartz 115. George P. Schwartz 23.7%
117 Adam Kramer 117. Adam Kramer 23.4%
118 James Morrow 118. James Morrow 23.2%
119 Jonathan T. Moody 119. Jonathan T. Moody 23.0%
119 Brian Campbell 119. Brian Campbell 23.0%
119 Mark E. DeVaul 119. Mark E. DeVaul 23.0%
119 Stephen Goddard 119. Stephen Goddard 23.0%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

year Annual Q1 Q2 Q3 Q4
2017 3.0% 1.4% 3.1%
2016 17.4% 2.0% 3.1% 5.0% 6.3%
2015 -3.8% 0.2% 1.0% -9.2% 4.7%
2014 8.6% 2.2% 5.4% -1.1% 1.9%
2013 27.8% 10.9% 3.2% 4.1% 7.3%

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