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sector performance

Equity - Mid-Cap Value Funds

funds managed

fund total return standard deviation max drawdown
Franklin Balance Sheet Investment Fund;A 22.7 % 12.7 -15.7 %

League Table - Rank 37/54 (3rd quartile)

rank Manager Return
35 Randy L. Welch 35. Randy L. Welch 23.5%
35 James W. Fennessey 35. James W. Fennessey 23.5%
37 Grace Hoefig 37. Grace Hoefig 22.7%
38 Walter H. Prahl 38. Walter H. Prahl 22.1%
39 Jeff Diamond 39. Jeff Diamond 20.4%
39 Noah Petrucci 39. Noah Petrucci 20.4%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/12/2017)

year Annual Q1 Q2 Q3 Q4
2017 12.4% 1.8% 0.3% 4.1% 5.9%
2016 20.5% 1.1% 0.6% 6.0% 11.8%
2015 -9.4% -3.7% 0.2% -11.0% 5.4%
2014 0.7% -0.3% 4.0% -3.5% 0.6%
2013 36.6% 13.0% 2.3% 6.0% 11.4%

Are you Grace Hoefig?

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