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Randy L. Welch

Randy L. Welch

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

2014

  • J
  • A
  • S
  • O
  • N
  • D

2015

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

2016

  • J
  • F
  • M
  • A
  • M
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  • J
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  • O
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  • D

2017

  • J
  • F
  • M
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  • M
  • J
  • J
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sector performance

funds managed

fund total return standard deviation max drawdown
Principal SmallCap Growth Fund I;Inst 25.4 % 4.7 0 %

League Table - Rank 76/218 (2nd quartile)

rank Manager Return
75 F. Thomas O’Halloran 75. F. Thomas O’Halloran 25.5%
76 Randy L. Welch 76. Randy L. Welch 25.4%
76 James W. Fennessey 76. James W. Fennessey 25.4%
78 Alex Ely 78. Alex Ely 25.3%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

year Annual Q1 Q2 Q3 Q4
2017 6.5% 5.4% 6.8%
2016 9.3% -6.1% 4.8% 8.6% 2.2%
2015 1.2% 6.7% 3.6% -12.5% 4.6%
2014 1.5% 0.5% -0.2% -5.6% 7.3%
2013 43.0% 11.2% 4.4% 13.7% 8.3%

Are you Randy L. Welch?

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