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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: A 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
  • S
  • O
  • N
  • D

2018

  • J
  • F

sector performance

Mixed Assets - Flexible Portfolio Funds

funds managed

fund total return standard deviation max drawdown
Virtus Herzfeld Fund;I 32.3 % 9.0 -14.1 %

League Table - Rank 20/201 (1st quartile)

rank Manager Return
18 John Calamos Sr 18. John Calamos Sr 33.8%
19 Vito Sciaraffia 19. Vito Sciaraffia 32.3%
20 Erik M. Herzfeld 20. Erik M. Herzfeld 32.3%
20 Thomas J. Herzfeld 20. Thomas J. Herzfeld 32.3%
22 Derek B. Bloom 22. Derek B. Bloom 32.1%
22 Keith B. Hembre 22. Keith B. Hembre 32.1%
View full league table

Total Return

Month by Month Performance

Quarterly (to 01/01/2018)

year Annual Q1 Q2 Q3 Q4
2017 17.7% 6.0% 3.0% 3.9% 3.7%
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 -3.4% 1.9% 4.5%

Are you Thomas J. Herzfeld?

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