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Erik M. Herzfeld

Erik M. Herzfeld

i

This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently.

More information on how Ratings are calculated

Citywire Rating: A rated

not rated

2015

  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2016

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2017

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2018

  • J
  • F
  • M
  • A

sector performance

Mixed Assets - Flexible Portfolio Funds

funds managed

fund total return standard deviation max drawdown
Virtus Herzfeld Fund;I 22.1 % 9.2 -14.1 %

League Table - Rank 25/211 (1st quartile)

rank Manager Return
23 Bryce Fegley 23. Bryce Fegley 22.4%
23 Patrick Drum 23. Patrick Drum 22.4%
25 Erik M. Herzfeld 25. Erik M. Herzfeld 22.1%
25 Thomas J. Herzfeld 25. Thomas J. Herzfeld 22.1%
27 T. Kimball Brooker, Jr 27. T. Kimball Brooker, Jr 20.7%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/03/2018)

year Annual Q1 Q2 Q3 Q4
2018 -2.1%
2017 17.7% 6.0% 3.0% 3.9% 3.7%
2016 13.1% -0.4% 5.9% 5.7% 1.5%
2015 -3.4% 3.1% -1.5% -8.9% 4.4%
2014 9.2% 3.5% 6.0% -1.0% 0.5%
2013 -3.4% 1.9% 4.5%

Are you Erik M. Herzfeld?

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