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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: AAA 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

sector performance

Mixed Assets - Flexible Portfolio

funds managed

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

League Table - Rank 5/181 (1st quartile)

rank Manager Return
3 Ralph Doudera 3. Ralph Doudera 23.1%
4 Carl W. Marker 4. Carl W. Marker 22.7%
5 Thomas J. Herzfeld 5. Thomas J. Herzfeld 22.1%
5 Erik M. Herzfeld 5. Erik M. Herzfeld 22.1%
7 Jay L. Rosenberg 7. Jay L. Rosenberg 21.9%
7 Jeffrey T. Schmitz 7. Jeffrey T. Schmitz 21.9%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/03/2017)

year Annual Q1 Q2 Q3 Q4
2017 6.0%
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 8.7% 5.7% -3.4% 1.9% 4.5%
2012 1.4%

Are you Erik M. Herzfeld?

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