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Wedgewood Fund (RWGFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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4.8000-0.0200 (-0.41%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.66%
5-year average return15.84%
Number of years up10
Number of years down3
Best 1-yr total return (27 June 2024)32.12%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return32.12%
Worst 3-yr total return2.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRWGFXCategory
YTD11.81%12.38%
1-month3.57%5.09%
3-month3.57%10.28%
1-year28.09%41.70%
3-year7.73%22.56%
5-year16.71%21.98%
10-year11.08%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)

YTD54
1-month79
3-month27
1-year71
3-year44
5-year34

Load adjusted returns

1-year28.09%
3-year7.73%
5-year16.71%
10-year11.08%