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Edgewood Growth Instl (EGFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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46.77-0.24 (-0.51%)
At close: 05:47PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.48%
5-year average return11.91%
Number of years up15
Number of years down2
Best 1-yr total return (22 Apr 2024)42.21%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return42.21%
Worst 3-yr total return1.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEGFIXCategory
YTD12.99%12.38%
1-month0.88%5.09%
3-month12.99%10.28%
1-year37.13%41.70%
3-year4.68%22.56%
5-year13.80%21.98%
10-year15.00%15.99%
Last bull market45.53%25.99%
Last bear market-26.80%-17.29%

Annual total return (%) history

Year
EGFIXCategory
2024
N/AN/A
2023
39.74%N/A
2022
-40.36%N/A
2021
23.63%N/A
2020
42.21%35.86%
2019
34.18%31.90%
2018
2.31%-2.09%
2017
34.82%27.67%
2016
3.57%3.23%
2015
11.59%3.60%
2014
13.50%10.00%
2013
37.19%33.92%
2012
18.72%15.34%
2011
3.73%-2.46%
2010
12.15%15.53%
2009
30.73%35.68%
2008
-39.14%-40.67%
2007
21.52%13.35%
2006
N/A7.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.99%N/AN/AN/A
202315.14%11.13%-5.77%15.90%
2022-17.54%-26.80%-9.50%9.18%
20211.49%18.06%0.87%2.29%
2020-11.50%29.80%10.15%12.39%
201916.36%5.34%-0.03%9.50%
20186.53%7.21%6.46%-15.85%
201713.37%8.54%5.45%3.90%
2016-3.52%-0.85%9.79%-1.38%
20151.92%3.68%-3.64%9.59%
2014-0.64%8.54%0.79%4.42%
20139.54%1.91%8.16%13.63%
201217.12%-5.77%6.83%0.70%
20116.93%0.50%-10.83%8.25%
20100.70%-13.55%18.65%8.58%
20091.30%17.87%8.07%1.31%
2008-7.21%4.53%-14.71%-26.44%
20073.22%8.17%7.22%1.51%
2006-5.75%8.34%4.15%N/A

Rank in category (by total return)

YTD39
1-month93
3-month39
1-year53
3-year83
5-year70

Load adjusted returns

1-year37.13%
3-year4.68%
5-year13.80%
10-year15.00%