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sector performance

Equity - Mid-Cap Value

funds managed

fund total return standard deviation max drawdown
Franklin Balance Sheet Investment Fund;A 6.2 % 12.7 -19.1 %

League Table - Rank 39/49 (4th quartile)

rank Manager Return
39 Grace Hoefig 39. Grace Hoefig 6.2%
40 George Davis 40. George Davis 4.3%
40 Stan Majcher 40. Stan Majcher 4.3%
40 Jim Miles 40. Jim Miles 4.3%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2017)

year Annual Q1 Q2 Q3 Q4
2017 1.8% 0.3%
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%
2012 5.7%

Are you Grace Hoefig?

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