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sector performance

funds managed

fund total return standard deviation max drawdown
Fidelity Advisor Equity Income Fund;I 20.3 % 10.1 -11.3 %
Fidelity Equity-Income Fund 21.1 % 10.1 -10.9 %

League Table - Rank 108/182 (3rd quartile)

rank Manager Return
106 Ed Cowart 106. Ed Cowart 20.8%
106 David Blount 106. David Blount 20.8%
108 Adam Kramer 108. Adam Kramer 20.7%
109 Nikolaus Kaiser 109. Nikolaus Kaiser 20.3%
109 Scott Klimo 109. Scott Klimo 20.3%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/03/2017)

year Annual Q1 Q2 Q3 Q4
2017 2.8%
2016 17.5% 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%
2012 7.2% 0.8%

Are you Adam Kramer?

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