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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 28.3 % 5.7 -1.5 %
Ivy Tax-Managed Equity Fund;I 29.3 % 6.3 -0.9 %
Waddell & Reed Advisors Vanguard Fund;A 28.3 % 5.7 -1.4 %

League Table - Rank 90/202 (2nd quartile)

rank Manager Return
88 Peter Albanese 88. Peter Albanese 29.0%
88 Brian M. Condon 88. Brian M. Condon 29.0%
90 Bradley M. Klapmeyer 90. Bradley M. Klapmeyer 28.7%
91 Paul Marrkand 91. Paul Marrkand 28.6%
92 Christopher Walsh 92. Christopher Walsh 28.5%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

year Annual Q1 Q2 Q3 Q4
2017 9.2% 3.6% 7.3%
2016 0.0% -4.4% 0.7% 5.3% -1.4%
2015 8.0% 4.6% 2.3% -5.9% 7.3%
2014 3.7%

Are you Bradley M. Klapmeyer?

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