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Edgewood Growth Fund Retail Class (EGFFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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45.95+0.71 (+1.57%)
At close: 8:00PM EDT

Performance overview

Morningstar return rating★★★★★
Year-to-date return8.92%
5-year average return14.48%
Number of years up12
Number of years down1
Best 1-yr total return (3 Feb 2019)37.59%
Worst 1-yr total return (3 Feb 2019)-39.90%
Best 3-yr total return37.59%
Worst 3-yr total return-4.13%

Trailing returns (%) vs. Benchmarks

ReturnEGFFXCategory
YTD14.66%7.84%
1-month3.56%3.79%
3-month29.68%27.43%
1-year25.29%17.34%
3-year19.52%15.95%
5-year17.92%12.84%
10-year19.50%15.12%
Last bull market25.71%25.76%
Last bear market-12.39%-17.31%

Annual total return (%) history

Year
EGFFXCategory
2020
N/AN/A
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
2020-11.59%29.68%N/AN/A
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)

YTD15
1-month55
3-month25
1-year16
3-year23
5-year7

Load adjusted returns

1-year25.29%
3-year19.52%
5-year17.92%
10-year19.50%