James Sym has 3.8 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.27%.
During the worst period of relative performance (from February 2014 - November 2014) there was a decline of 7% 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 94%.
|Periods of worst performance
(May 2014 - December 2014)
(February 2014 - November 2014)