Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Joseph Nowinski

Joseph Nowinski

Showing manager performance globally. You can view performance in individual jurisdictions.

Citywire Rating: + rated

2016

  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MRated Plus in Mar 2017
  • ARated Plus in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ARated Plus in Aug 2017
  • SRated Plus in Sep 2017
  • ORated Plus in Oct 2017

Performance

Equity - US Small & Medium Companies
over : 30/09/2016 - 30/09/2017
Manager Return
252 Shannon Ericson 20.5%
252 Gordon Johnson 20.5%
254 Joseph Nowinski 20.4%
255 Joseph Axtell 20.4%
256 Evan Fox 20.4%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.9% 3.1% 4.4%
2016 24.1% 0.5% 3.3% 10.9% 7.7%
2015 -2.3% 4.5% 0.7% -13.1% 6.8%
2014 -1.8% -0.3% 0.1% -5.4% 4.1%
2013 5.0% 12.3%

Related News

Best performing US small & mid-cap funds

Citywire presents the top five US small & mid-cap funds by total returns in 2016

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.