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Wedgewood Fund (RWGFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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4.5900-0.0100 (-0.22%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.84%
5-Year Average Return15.43%
Number of Years Up10
Number of Years Down3
Best 1 Yr Total Return (May 6, 2024)32.12%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return32.12%
Worst 3-Yr Total Return2.11%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRWGFXCategory
YTD7.95%12.38%
1-Month-3.45%5.09%
3-Month6.16%10.28%
1-Year25.02%41.70%
3-Year6.26%22.56%
5-Year14.35%21.98%
10-Year10.89%15.99%
Last Bull Market26.73%25.99%
Last Bear Market-17.31%-17.29%

Annual Total Return (%) History

Year
RWGFXCategory
2024
N/AN/A
2023
28.80%N/A
2022
-26.13%N/A
2021
32.12%N/A
2020
30.84%35.86%
2019
31.96%31.90%
2018
-4.45%-2.09%
2017
19.65%27.67%
2016
4.33%3.23%
2015
-6.63%3.60%
2014
9.28%10.00%
2013
29.18%33.92%
2012
21.38%15.34%
2011
5.86%-2.46%
2010
N/A15.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.81%N/AN/AN/A
202310.00%7.99%-2.55%11.27%
2022-10.86%-17.31%-4.39%4.81%
20214.88%11.63%2.65%9.94%
2020-16.62%26.57%10.64%12.05%
201914.93%4.72%0.23%9.40%
2018-0.91%4.84%8.42%-15.16%
20175.67%-0.39%4.61%8.65%
20161.04%-1.87%2.89%2.27%
20150.66%-1.52%-7.72%2.07%
20142.11%1.45%0.33%5.14%
20135.66%1.79%8.64%10.55%
201218.19%-5.13%8.31%-0.05%
20116.14%-0.35%-9.41%10.49%
20107.63%N/AN/AN/A

Rank In Category (By Total Return)

YTD34
1-Month5
3-Month13
1-Year73
3-Year36
5-Year29

Load Adjusted Returns

1-Year25.02%
3-Year6.26%
5-Year14.35%
10-Year10.89%