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Steven Wymer

Steven Wymer

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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: AA rated

not rated

2014

  • J
  • A
  • S
  • O
  • N
  • D

2015

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

2016

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  • F
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  • A
  • M
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  • J
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  • O
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  • D

2017

  • J
  • F
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2018

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  • F
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sector performance

Equity - Multi-Cap Growth Funds

funds managed

fund total return standard deviation max drawdown
Fidelity Growth Company Fund 56.9 % 14.0 -13.6 %
Fidelity Series Growth Company Fund 58.3 % 13.9 -13.3 %

League Table - Rank 4/196 (1st quartile)

rank Manager Return
2 Matthew Moberg 2. Matthew Moberg 55.2%
2 Rupert H. Johnson 2. Rupert H. Johnson 55.2%
4 Steven Wymer 4. Steven Wymer 54.6%
5 Thomas G. Plumb 5. Thomas G. Plumb 51.8%
6 David B. Powell 6. David B. Powell 48.4%
6 Karina Funk 6. Karina Funk 48.4%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/03/2018)

year Annual Q1 Q2 Q3 Q4
2018 5.4%
2017 37.1% 10.3% 8.0% 7.7% 7.0%
2016 4.6% -5.1% 0.0% 8.0% 2.0%
2015 6.6% 4.2% 1.2% -7.5% 9.2%
2014 12.7% 2.1% 3.2% 0.5% 6.4%
2013 4.2% 12.7% 7.3%

Are you Steven Wymer?

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