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Jonas Svallin

Jonas Svallin

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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently.

More information on how Ratings are calculated

Citywire Rating: + rated

not rated

2014

  • D

2015

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2016

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2017

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N

sector performance

funds managed

fund total return standard deviation max drawdown
Schwab Core Equity Fund 32.4 % 11.1 -12.1 %
Schwab Large-Cap Growth Fund 37.8 % 10.9 -10.3 %

League Table - Rank 30/256 (1st quartile)

rank Manager Return
28 Robert H. Perkins 28. Robert H. Perkins 35.4%
28 Alec Perkins 28. Alec Perkins 35.4%
30 Jonas Svallin 30. Jonas Svallin 35.1%
30 Wei Li 30. Wei Li 35.1%
32 Michael P. Gura 32. Michael P. Gura 35.0%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

year Annual Q1 Q2 Q3 Q4
2017 8.4% 3.9% 5.2%
2016 5.9% -1.8% 0.5% 5.2% 1.9%
2015 2.2% 3.5% 0.0% -7.1% 6.3%
2014 14.1% 1.4% 5.6% 1.4% 5.1%
2013 31.9% 9.8% 2.0% 6.2% 10.9%

Are you Jonas Svallin?

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