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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
  • J
  • A
  • S
  • O
  • N

sector performance

Mixed Assets - Flexible Portfolio

funds managed

fund total return standard deviation max drawdown
Virtus Herzfeld Fund;I 24.0 % 8.9 -14.1 %

League Table - Rank 14/180 (1st quartile)

rank Manager Return
14 Erik M. Herzfeld 14. Erik M. Herzfeld 24.0%
14 Thomas J. Herzfeld 14. Thomas J. Herzfeld 24.0%
16 David King 16. David King 23.7%
16 Yan Jin 16. Yan Jin 23.7%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

year Annual Q1 Q2 Q3 Q4
2017 6.0% 3.0% 3.9%
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%

Are you Thomas J. Herzfeld?

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