Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

Julie P. Callahan

Julie P. Callahan

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

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
  • A
  • S
  • O
  • N

sector performance

funds managed

fund total return standard deviation max drawdown
PIMCO National Intermediate Municipal Bond;Inst 5.8 % 3.2 -5.0 %

League Table - Rank 16/89 (1st quartile)

rank Manager Return
14 Brad W. Libby 14. Brad W. Libby 6.5%
14 Timothy D. Haney 14. Timothy D. Haney 6.5%
16 Julie P. Callahan 16. Julie P. Callahan 5.8%
17 Regina G. Shafer 17. Regina G. Shafer 5.6%
18 Deepa Majmudar 18. Deepa Majmudar 5.6%
18 David Rooney 18. David Rooney 5.6%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2018)

year Annual Q1 Q2 Q3 Q4
2018 -1.0% 0.8% 0.0%
2017 5.3% 1.5% 2.0% 1.4% 0.4%
2016 -0.3% 1.5% 2.5% 0.0% -4.1%
2015 2.2%

Are you Julie P. Callahan?

We are constantly updating our comprehensive database of fund managers and their career history. If you are (or represent) Julie P. Callahan and would like to update or provide biographical information for this factsheet please email manager-research@citywire.co.uk