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Joseph J. Kirby

Joseph J. Kirby

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

2014

  • J
  • A
  • S
  • O
  • N
  • D

2015

  • J
  • F
  • M
  • 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
  • M
  • A
  • M
  • J
  • J

sector performance

Equity - Large-Cap Value Funds

funds managed

fund total return standard deviation max drawdown
BrandywineGLOBAL - Diversified US Large Cp Val;IS 30.4 % 11.4 -10.5 %
MassMutual Select Diversified Value Fund;R5 29.0 % 11.3 -11.5 %

League Table - Rank 33/110 (2nd quartile)

rank Manager Return
33 Joseph J. Kirby 33. Joseph J. Kirby 29.7%
34 Neil J. Hennessy 34. Neil J. Hennessy 29.6%
34 Brian Peery 34. Brian Peery 29.6%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2018)

year Annual Q1 Q2 Q3 Q4
2018 -2.2% 0.9%
2017 19.6% 4.5% 2.4% 4.2% 7.2%
2016 13.8% -0.1% 2.1% 3.7% 7.7%
2015 -3.2% -0.8% 1.0% -8.1% 5.1%
2014 12.1% 2.4% 4.1% 0.7% 4.4%
2013 4.9% 10.8%

Are you Joseph J. Kirby?

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