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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Ralph Bassett

Ralph Bassett

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

Citywire Rating: + rated

2016

  • JRated AA in Jul 2016
  • ARated A in Aug 2016
  • SRated AA in Sep 2016
  • ORated A in Oct 2016
  • NRated A in Nov 2016
  • DRated A in Dec 2016

2017

  • JRated A in Jan 2017
  • FRated A in Feb 2017
  • MRated A in Mar 2017
  • ARated Plus in Apr 2017

Performance

over : 31/03/2016 - 31/03/2017
Rank 1097/1555 Equity - US
Manager Return
1096 Bradley M. Klapmeyer 13.3%
1097 Markus Jandrisevits 13.3%
1097 Angel Agudo 13.3%
1097 Ralph Bassett 13.3%
1097 Heidi Keating 13.3%
1097 Thomas B. Winmill 13.3%
1097 Mark C. Winmill 13.3%
1097 John F. Ramírez 13.3%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 5.4%
2016 8.6% 1.1% 0.2% 3.8% 3.3%
2015 -4.8% 0.5% -0.6% -10.2% 6.0%
2014 7.7% 0.9% 4.2% -1.5% 4.0%
2013 26.9% 9.2% 2.6% 4.7% 8.1%
2012 -5.2% 6.3% 2.0%

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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.