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Julie P. Callahan

Julie P. Callahan

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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

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
  • D

sector performance

funds managed

fund total return standard deviation max drawdown
PIMCO National Intermediate Municipal Bond;Inst 6.2 % 3.2 -5.0 %

League Table - Rank 18/91 (1st quartile)

rank Manager Return
16 Dale R Hoffman 16. Dale R Hoffman 6.2%
16 Regina G. Shafer 16. Regina G. Shafer 6.2%
18 Julie P. Callahan 18. Julie P. Callahan 6.2%
19 Brian Steeves 19. Brian Steeves 6.1%
19 Matthew Dalton 19. Matthew Dalton 6.1%
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?

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