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sector performance

Equity - Equity Income Funds

funds managed

fund total return standard deviation max drawdown
ClearBridge Dividend Strategy Fund;B 36.2 % 9.0 -11.0 %

League Table - Rank 104/195 (3rd quartile)

rank Manager Return
102 Andrew Kohl 102. Andrew Kohl 36.8%
103 Sean Reidy 103. Sean Reidy 36.2%
104 Hersh Cohen 104. Hersh Cohen 36.2%
104 Michael Clarfeld 104. Michael Clarfeld 36.2%
106 Eric C. Kuby 106. Eric C. Kuby 36.2%
106 Peter Gottlieb 106. Peter Gottlieb 36.2%
View full league table

Total Return

Month by Month Performance

Quarterly (to 01/01/2018)

year Annual Q1 Q2 Q3 Q4
2017 17.9% 4.3% 3.3% 3.8% 5.4%
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 1.2% 3.3% 7.8%

Are you Hersh Cohen?

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