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Wedgewood Fund Institutional Class: (MF: RWGIX)
(NASDAQ Mutual Funds) As of May 6, 2025 08:00 PM ET
$4.92 USD
-0.04 (-0.81%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -6.28 | 59 |
| 3 months | -6.28 | 59 |
| 6 months | -0.43 | 16 |
| 1 Year | 8.95 | 7 |
| 3 Year | 9.37 | 13 |
| 5 Year | 19.45 | 9 |
| 10 Year | 11.55 | 29 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 8.95 |
| 5 Year | 19.44 |
| 10 Year | 11.55 |
| Since Inception | 12.46 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.28 | NA | NA | NA |
| 2024 | 11.82 | 3.46 | 5.76 | 6.24 |
| 2023 | 9.78 | 8.16 | -2.51 | 11.51 |
| 2022 | -10.80 | -17.38 | -4.25 | 5.15 |
| 2021 | 4.92 | 11.74 | 2.62 | 10.08 |
| 2020 | -16.45 | 26.60 | 10.77 | 12.17 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -6.28 | 30.00 | 29.09 | -25.80 | 32.46 | 31.41 | 32.28 | -4.24 | 19.90 | 4.54 | -6.86 |
| % Total Return Rel to Index | -2.01 | 4.98 | 2.84 | -7.60 | 3.78 | 13.01 | 0.79 | 0.14 | -1.89 | -7.38 | -8.25 |
| % Total Return Rel to Peer | -1.26 | 10.61 | 6.09 | -6.10 | 10.40 | 11.49 | 3.86 | 2.61 | -0.77 | -3.27 | -5.26 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 1.00 | 2.00 | 2.00 | 2.00 | 4.00 | 4.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.08 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.46 |
| Capital Gains ($) | 0.00 | 0.81 | 0.09 | 0.58 | 0.70 | 4.29 | 2.84 | 9.40 | 2.93 | 0.00 | 0.67 |
| Expense Ratio | 0.00 | 1.00 | 1.00 | 1.00 | 0.95 | 0.86 | 0.86 | 0.92 | 0.85 | 0.82 | 0.85 |
* 1 = Top 20%, 5 = Bottom 20%