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Edgewood Growth Fund Retail Class (EGFFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.74-0.14 (-0.40%)
At close: 06:45PM EST

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return8.92%
5-Year Average Return14.48%
Number of Years Up14
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)41.63%
Worst 1 Yr Total Return (Feb 3, 2019)-39.90%
Best 3-Yr Total Return41.63%
Worst 3-Yr Total Return-4.13%

Trailing Returns (%) Vs. Benchmarks

ReturnEGFFXCategory
YTD-41.95%12.38%
1-Month4.92%5.09%
3-Month-9.88%10.28%
1-Year-41.89%41.70%
3-Year2.90%22.56%
5-Year10.89%21.98%
10-Year13.10%15.99%
Last Bull Market45.02%25.99%
Last Bear Market-26.88%-17.29%

Annual Total Return (%) History

Year
EGFFXCategory
2021
N/AN/A
2020
41.63%35.86%
2019
33.67%31.90%
2018
1.90%-2.09%
2017
34.28%27.67%
2016
3.15%3.23%
2015
11.18%3.60%
2014
13.04%10.00%
2013
37.59%33.92%
2012
18.64%15.34%
2011
3.53%-2.46%
2010
11.97%15.53%
2009
30.94%35.68%
2008
-39.90%-40.67%
2007
21.13%13.35%
2006
N/A7.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20211.39%17.95%0.77%N/A
2020-11.59%29.68%10.03%12.26%
201916.27%5.21%-0.12%9.40%
20186.46%7.09%6.34%-15.94%
201713.25%8.46%5.37%3.75%
2016-3.61%-0.97%9.69%-1.47%
20151.87%3.57%-3.78%9.52%
2014-0.76%8.43%0.71%4.31%
20139.59%1.95%8.18%13.83%
201217.41%-5.96%6.81%0.59%
20116.97%0.51%-11.20%8.44%
20100.71%-14.00%18.97%8.66%
20091.33%17.96%8.22%1.23%
2008-7.42%4.48%-15.02%-26.89%
20073.04%8.13%7.17%1.44%
2006-5.95%8.25%4.06%N/A

Rank In Category (By Total Return)

YTD97
1-Month96
3-Month99
1-Year96
3-Year94
5-Year89

Load Adjusted Returns

1-Year-44.36%
3-Year1.28%
5-Year6.06%
10-Year12.04%