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sector performance

funds managed

fund total return standard deviation max drawdown
ClearBridge Dividend Strategy Fund;B 27.1 % 9.1 -11.0 %

League Table - Rank 114/199 (3rd quartile)

rank Manager Return
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%
116 George P. Schwartz 116. George P. Schwartz 26.8%
116 Richard L. Platte, Jr. 116. Richard L. Platte, Jr. 26.8%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/12/2017)

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 24.8% 10.8% 1.2% 3.3% 7.8%

Are you Michael Clarfeld?

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