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William Mason

William Mason

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

funds managed

fund total return standard deviation max drawdown
Spirit of America Income Fund;A 14.3 % 4.0 -4.4 %

League Table - Rank 5/82 (1st quartile)

rank Manager Return
3 B. Scott Minerd 3. B. Scott Minerd 14.6%
3 Jeffrey Abrams 3. Jeffrey Abrams 14.6%
5 William Mason 5. William Mason 14.3%
6 Seth Meyer 6. Seth Meyer 14.2%
6 John Kerschner 6. John Kerschner 14.2%
6 John Lloyd 6. John Lloyd 14.2%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/03/2017)

year Annual Q1 Q2 Q3 Q4
2017 2.3%
2016 4.9% 3.3% 4.8% 0.9% -4.0%
2015 -0.2% 2.0% -2.6% 0.5% -0.1%
2014 14.3% 4.3% 5.2% 1.7% 2.5%
2013 -3.7% 1.7% -3.1% -2.5% 0.2%
2012 2.9% 1.2%

Are you William Mason?

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