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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
  • J
  • A
  • S
  • O

sector performance

funds managed

fund total return standard deviation max drawdown
Spirit of America Income Fund;A 13.9 % 3.8 -4.4 %

League Table - Rank 12/82 (1st quartile)

rank Manager Return
10 Anne Bookwalter Walsh 10. Anne Bookwalter Walsh 14.0%
10 James W. Michal 10. James W. Michal 14.0%
12 William Mason 12. William Mason 13.9%
13 Campe Goodman 13. Campe Goodman 13.2%
13 Joseph F. Marvan 13. Joseph F. Marvan 13.2%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

year Annual Q1 Q2 Q3 Q4
2017 2.3% 2.0% 1.8%
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 1.2%

Are you William Mason?

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