RWGIX
Wedgewood-Inst
$5.47
-0.01 (-0.18%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 29.152M |
| 52 Week High | 5.49 |
| 52 Week Low | 4.023 |
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Key Data
| Symbol | RWGIX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 5.47 |
| Price Yesterday | 5.48 |
| Market Cap | 29.15 |
| YTD Return | 17.63% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 50000 |
| Redeption Fee | 0 |
| Prospectus | 0.01 |
Overview
| 52 Week High | 5.49 |
|---|---|
| 52 Week Low | 4.02 |
| Market Cap | 29.15M |
| Shares Outstanding | 5.33M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 1.82% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.82% |
Returns Annualized
| One Day | -36.92% |
|---|---|
| Five Days | 178.67% |
| One Months | 56.19% |
| Three Months | 21.91% |
| Six Months | 42.25% |
| Nine Months | 38.48% |
| One Year | 29.41% |
| Three Years | 7.53% |
| Five Years | 16.32% |
| Ten Years | 11.77% |
| YTD | 37.05% |
| Since Inception | 12.98% |
Returns Total
| One Day | -0.18% |
|---|---|
| Five Days | 2.05% |
| One Month | 3.60% |
| Three Months | 4.99% |
| Six Months | 18.91% |
| Nine Months | 27.30% |
| One Year | 29.38% |
| Three Years | 24.21% |
| Five Years | 112.51% |
| Ten Years | 203.38% |
| YTD | 17.63% |
| Since Inception | 404.15% |
Yearly Returns
| 2024 | 17.63% |
|---|---|
| 2023 | 29.09% |
| 2022 | -25.81% |
| 2021 | 32.43% |
| 2020 | 31.35% |
| 2019 | 32.34% |
| 2018 | -4.27% |
| 2017 | 19.92% |
| 2016 | 4.55% |
| 2015 | -6.84% |
Risk against SP-DA
| Alpha | -1.85% |
|---|---|
| Beta | 1.11 |
| Correlation | 92.33% |
| Downside Deviation | 2.39% |
| Coefficient of determination | 85.24% |
| Standard Deviation | 3.86% |
| Sharpe Ratio | 0.05 |
| Sortino | 0.29 |
| Treynor | 21.67 |
| Ulcer Index | 2.65 |
| Ulcer Performance Index | 0.26 |