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sector performance

Equity - Large-Cap Growth

funds managed

fund total return standard deviation max drawdown
Ivy Large Cap Growth Fund;A 20.2 % 7.1 -2.6 %
Ivy Tax-Managed Equity Fund;I 18.7 % 7.4 -2.2 %
Waddell & Reed Advisors Tax-Managed Equity Fund;A 18.7 % 7.4 -2.1 %
Waddell & Reed Advisors Vanguard Fund;A 20.3 % 7.1 -2.5 %

League Table - Rank 109/203 (3rd quartile)

rank Manager Return
109 Bradley M. Klapmeyer 109. Bradley M. Klapmeyer 19.5%
110 Dan Prislin 110. Dan Prislin 19.4%
110 Christopher Bonavico 110. Christopher Bonavico 19.4%
110 Christopher Ericksen 110. Christopher Ericksen 19.4%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

year Annual Q1 Q2 Q3 Q4
2017 9.4% 3.5% 7.1%
2016 -0.6% -4.4% 0.7% 4.9% -1.6%
2015 7.9% 4.6% 2.2% -6.0% 7.3%
2014 3.7%

Are you Bradley M. Klapmeyer?

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