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Mark M. Montgomery

Mark M. Montgomery

i

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

2015

  • 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

sector performance

funds managed

fund total return standard deviation max drawdown
Sterling Capital Total Return Bond Fund;Inst 9.3 % 2.5 -2.9 %

League Table - Rank 26/133 (1st quartile)

rank Manager Return
24 Gregory M. Staples 24. Gregory M. Staples 9.5%
24 Thomas M. Farina 24. Thomas M. Farina 9.5%
26 Richard T. LaCoff 26. Richard T. LaCoff 9.3%
26 Mark M. Montgomery 26. Mark M. Montgomery 9.3%
28 Carl W. Pappo 28. Carl W. Pappo 9.2%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2017)

year Annual Q1 Q2 Q3 Q4
2017 1.3% 1.6%
2016 3.5% 2.7% 2.6% 1.0% -2.8%
2015 0.6% 1.6% -1.5% 0.8% -0.4%
2014 6.0% 2.4% 2.1% 0.0% 1.4%
2013 -1.0% 0.0% -2.6% 1.0% 0.7%
2012 0.7%

Are you Mark M. Montgomery?

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