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Randy L. Welch

Randy L. Welch

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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

Manages across in United States

Citywire Rating: + rated

not rated

2014

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2015

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2016

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2017

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2018

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sector performance

funds managed

fund total return standard deviation max drawdown
Principal LifeTime 2040 Fund;Inst 10.8 % 7.2 -4.8 %
Principal Lifetime Hybrid 2040 Fund;Institutional 9.9 % 6.8 -4.7 %

League Table - Rank 19/76 (1st quartile)

rank Manager Return
19 Randy L. Welch 19. Randy L. Welch 10.3%
19 James W. Fennessey 19. James W. Fennessey 10.3%
19 Scott W Smith 19. Scott W Smith 10.3%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2018)

year Annual Q1 Q2 Q3 Q4
2018 -0.6% 1.2%
2017 19.9% 5.4% 3.8% 4.8% 4.6%
2016 7.1% 0.5% 1.6% 4.0% 0.8%
2015 -0.4% 3.0% -0.2% -6.7% 3.8%
2014 6.7% 1.5% 3.8% -1.5% 2.9%
2013 6.6% 7.3%

Are you Randy L. Welch?

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