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Thomas J. Herzfeld

Thomas J. Herzfeld

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: AA 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

sector performance

Mixed Assets - Flexible Portfolio

funds managed

fund total return standard deviation max drawdown
Virtus Herzfeld Fund;I 20.0 % 9.2 -14.1 %

League Table - Rank 10/183 (1st quartile)

rank Manager Return
10 Erik M. Herzfeld 10. Erik M. Herzfeld 20.0%
10 Thomas J. Herzfeld 10. Thomas J. Herzfeld 20.0%
12 Dan Fuss 12. Dan Fuss 19.6%
12 David Rolley 12. David Rolley 19.6%
12 Lee Rosenbaum 12. Lee Rosenbaum 19.6%
12 Eileen Riley 12. Eileen Riley 19.6%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/03/2017)

year Annual Q1 Q2 Q3 Q4
2017 6.0%
2016 13.1% -0.4% 5.9% 5.7% 1.5%
2015 -3.4% 3.1% -1.5% -8.9% 4.4%
2014 9.2% 3.5% 6.0% -1.0% 0.5%
2013 8.7% 5.7% -3.4% 1.9% 4.5%
2012 1.4%

Are you Thomas J. Herzfeld?

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