My Peter Lynch-inspired screen hardly stands up to the track record of the man himself (an average annual return of just over 29 per cent between 1977 and 1990 at the helm of Fidelity’s Magellan Fund). While the screen has enjoyed some very good outings, it’s also come a cropper on several occasions (see chart). Meanwhile, the past 12 months were something of a non-event based on a total return marginally below that of the market (see table).
2017 performance