RWGIX
Wedgewood-Inst
$4.99
-0.03 (-0.60%)
Currency in USD / Last Updated: 4/19/2024
Category | Large Cap Growth |
---|---|
Market Cap | 27.715M |
52 Week High | 5.24 |
52 Week Low | 3.866 |
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Key Data
Symbol | RWGIX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 4.99 |
Price Yesterday | 5.02 |
Market Cap | 27.72 |
YTD Return | 7.31% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 50000 |
Redeption Fee | 0 |
Prospectus | 0.01 |
Overview
52 Week High | 5.24 |
---|---|
52 Week Low | 3.87 |
Market Cap | 27.72M |
Shares Outstanding | 5.55M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 1.99% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.99% |
Returns Annualized
One Day | -77.95% |
---|---|
Five Days | -75.24% |
One Months | -28.79% |
Three Months | 18.79% |
Six Months | 39.71% |
Nine Months | 17.68% |
One Year | 26.23% |
Three Years | 6.95% |
Five Years | 14.71% |
Ten Years | 11.14% |
YTD | 26.39% |
Since Inception | 12.41% |
Returns Total
One Day | -0.60% |
---|---|
Five Days | -2.73% |
One Month | -2.92% |
Three Months | 4.39% |
Six Months | 18.02% |
Nine Months | 13.05% |
One Year | 26.20% |
Three Years | 22.30% |
Five Years | 98.41% |
Ten Years | 186.95% |
YTD | 7.31% |
Since Inception | 359.48% |
Yearly Returns
2024 | 7.31% |
---|---|
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 | 3.20% |
---|---|
Beta | 1.1 |
Correlation | 93.05% |
Downside Deviation | 2.26% |
Coefficient of determination | 86.58% |
Standard Deviation | 4.02% |
Sharpe Ratio | 0.34 |
Sortino | 2.1 |
Treynor | 19.01 |
Ulcer Index | 2.54 |
Ulcer Performance Index | 1.87 |