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sector performance

funds managed

fund total return standard deviation max drawdown
Fidelity Advisor Equity Income Fund;I 27.2 % 9.9 -11.3 %
Fidelity Equity-Income Fund 28.4 % 9.9 -10.9 %
Fidelity Series Value Discovery Fund 27.1 % 10.1 -10.4 %

League Table - Rank 112/199 (3rd quartile)

rank Manager Return
110 Meggan M. Walsh 110. Meggan M. Walsh 27.8%
111 Adam Kramer 111. Adam Kramer 27.8%
112 James Morrow 112. James Morrow 27.3%
113 Andrew Kohl 113. Andrew Kohl 27.2%
114 Hersh Cohen 114. Hersh Cohen 27.1%
114 Michael Clarfeld 114. Michael Clarfeld 27.1%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/12/2017)

year Annual Q1 Q2 Q3 Q4
2017 12.3% 3.0% 1.2% 2.6% 5.0%
2016 18.0% 2.1% 3.3% 5.0% 6.6%
2015 -3.8% 0.0% 0.9% -9.1% 4.8%
2014 9.2% 2.1% 5.5% -0.9% 2.3%
2013 27.6% 10.7% 3.4% 3.8% 7.4%

Are you James Morrow?

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