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sector performance

Equity - Equity Income

funds managed

fund total return standard deviation max drawdown
ClearBridge Dividend Strategy Fund;B 25.4 % 9.1 -11.0 %

League Table - Rank 98/190 (3rd quartile)

rank Manager Return
97 Andrew Kohl 97. Andrew Kohl 25.7%
98 Michael Clarfeld 98. Michael Clarfeld 25.4%
98 Hersh Cohen 98. Hersh Cohen 25.4%
100 Matthew C. Patten 100. Matthew C. Patten 25.3%
100 Erich M. Patten 100. Erich M. Patten 25.3%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

year Annual Q1 Q2 Q3 Q4
2017 4.3% 3.3% 3.8%
2016 13.9% 5.1% 3.0% 1.8% 3.4%
2015 -5.3% -1.3% -2.5% -6.7% 5.5%
2014 11.9% 1.6% 4.7% 0.0% 5.3%
2013 24.8% 10.8% 1.2% 3.3% 7.8%

Are you Hersh Cohen?

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