James Sym has 3.5 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.39%.
During the worst period of relative performance (from March 2014 - November 2014) there was a decline of 8% relative to the index. The worst absolute loss has been 10%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 96%.
|Periods of worst performance
(May 2014 - December 2014)
(March 2014 - November 2014)