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Edgewood Growth Retail (EGFFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.80+0.26 (+0.58%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.89%
5-year average return12.82%
Number of years up15
Number of years down2
Best 1-yr total return (19 May 2024)41.63%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return41.63%
Worst 3-yr total return0.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEGFFXCategory
YTD6.14%12.38%
1-month-5.96%5.09%
3-month0.78%10.28%
1-year26.49%41.70%
3-year-0.53%22.56%
5-year11.07%21.98%
10-year13.82%15.99%
Last bull market34.87%25.99%
Last bear market-26.88%-17.29%

Annual total return (%) history

Year
EGFFXCategory
2024
N/AN/A
2023
39.17%N/A
2022
-40.59%N/A
2021
23.11%N/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
202412.87%N/AN/AN/A
202314.98%11.05%-5.88%15.79%
2022-17.61%-26.88%-9.60%9.08%
20211.39%17.95%0.77%2.17%
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)

YTD59
1-month90
3-month94
1-year68
3-year89
5-year76

Load adjusted returns

1-year26.49%
3-year-0.53%
5-year11.07%
10-year13.82%