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sector performance

Equity - Small-Cap Core Funds

funds managed

fund total return standard deviation max drawdown
Advisory Research Small Company Opportunities Fund 14.7 % 9.7 -4.5 %

League Table - Rank 322/366 (4th quartile)

rank Manager Return
322 James Langer 322. James Langer 14.7%
322 Bruce M. Zessar 322. Bruce M. Zessar 14.7%
322 Matthew K. Swaim 322. Matthew K. Swaim 14.7%
322 Christopher P. Harvey 322. Christopher P. Harvey 14.7%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2018)

year Annual Q1 Q2 Q3 Q4
2018 -1.9% 1.9%
2017 4.9% 0.3% -2.5% 6.2% 1.0%
2016 19.6% 0.9% 1.3% 6.7% 9.7%
2015 -1.9% 2.6% -0.3% -6.9% 3.0%
2014 0.4% -2.9% 3.8% -4.8% 4.7%

Are you James Langer?

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